Trainee Financial Advisor

Position Overview:
As a Trainee Financial Advisor, you will play a pivotal role in educating clients about our suite of financial products and guiding them towards making informed investment decisions. This role offers a holistic exposure to various financial instruments, providing you with an excellent learning ground to kickstart your career in the finance industry.

Key Responsibilities:
Client Engagement: Engage with clients to understand their financial objectives, risk appetite, and investment preferences. Collaborate with the team to develop personalized investment strategies that align with clients' goals.

Product Distribution: Promote and distribute a wide range of financial products, including mutual funds, fixed income securities, and portfolio management services (PMS). Stay up-to-date with product features, market trends, and industry regulations to provide clients with accurate information.

Relationship Building: Cultivate strong and enduring relationships with clients, earning their trust through transparent communication, ethical practices, and exceptional service.

Sales and Business Development: Contribute to business growth by achieving individual and team sales targets. Identify opportunities to expand the client base and create brand awareness.

Investment Analysis: Conduct research and analysis to evaluate the performance of various financial products and recommend suitable investment options to clients.

Compliance and Documentation: Ensure adherence to regulatory guidelines and maintain accurate client records and documentation.

Continuous Learning: Stay informed about the latest developments in the financial industry, attend training sessions, workshops, and seminars to enhance your knowledge and skill set.

Qualifications and Requirements:

- Strong passion for the financial industry and a genuine desire to help clients achieve their financial goals.
- Excellent interpersonal and communication skills to effectively engage with clients and colleagues.
- Analytical mindset with the ability to interpret financial data and market trends.
- Proactive and self-driven attitude with a thirst for continuous learning.
- Prior experience in financial sales or advisory will be an added advantage but is not mandatory.

Join J1C Financials:
As a Trainee Financial Advisor at J1C Financials, you will be part of a dynamic and collaborative team that values your potential and nurtures your growth. With extensive training, mentoring, and a supportive work environment, we are committed to helping you excel in your career.

This is your opportunity to build a successful career in the financial industry while making a positive impact on the lives of our clients. Join us in shaping a brighter financial future for individuals and businesses alike.

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹20,000.00 - ₹25,000.00 per month

**Benefits**:

- Paid sick time

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Ability to Commute:

- Mangalagiri, Andhra Pradesh (preferred)

Ability to Relocate:

- Mangalagiri, Andhra Pradesh: Relocate before starting work (preferred)

**Speak with the employer**
+91 9704075905