Investment Advisor

4 days ago

Gautam Budh Nagar, India AGF Developers Pvt Lmtd Full time

An investment advisor provides guidance to clients regarding their investment needs. The advice given depends on the requirements of each client, where one person may want to maximize current income, able to listen to client needs, critically evaluate investment options, and educate clients regarding the best investment decisions to make.

Client Relations
- Prospect for new clients
- Maintain and deepen relations with existing clients

*
- Determine the risk tolerance of clients
- Develop personally tailored investment solutions for clients
- Follow through on the investment actions approved by clients
- Maintain proper documentation of investment actions taken on behalf of clients
- Presentation of projects of Farm Houses, Deal closure
- **Desired Qualifications**
- Interpersonal skills, with an entrepreneurial attitude towards expanding the client base.
- The individual must also have sound judgment in adopting the investment positions agreed to by clients.
- Any Graduate or Post graduate
- Strong analytical and presentation skills.
- Good Communication skills and convincing skills.

Note

Salary
- As per company standards

**Salary**: From ₹360,000.00 per year

Schedule:

- Morning shift

Ability to commute/relocate:

- Noida, Gautam Buddha Nagar - 201304, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- how many years of experience in Real estate?

**Experience**:

- total work: 1 year (required)

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