Financial Advisor
1 day ago
**Responsibilities**:
- Conduct thorough financial assessments and risk evaluations for clients to determine their investment objectives and constraints.
- Develop comprehensive financial plans and investment proposals tailored to each client's unique needs and preferences.
- Execute trades and transactions in Forex and Comex markets on behalf of clients, adhering to established investment strategies and risk parameters.
- Monitor market performance and portfolio positions closely, proactively identifying emerging opportunities and potential threats.
- Communicate regularly with clients to provide updates on market developments, portfolio performance, and recommended adjustments to investment strategies.
- Collaborate with internal teams, such as research analysts, traders, and compliance officers, to leverage expertise and resources in delivering exceptional service to clients.
- Continuously assess and refine investment processes and methodologies to enhance efficiency, effectiveness, and risk-adjusted returns.
- Maintain accurate records of client interactions, investment transactions, and compliance activities in accordance with regulatory requirements and internal policies.
- Stay informed about industry trends, market innovations, and competitive landscape developments through ongoing professional development and networking initiatives.
- Uphold the highest standards of professionalism, integrity, and ethical conduct in all interactions and business dealings.
**Job Types**: Full-time, Permanent
**Salary**: ₹20,000.00 - ₹40,549.78 per month
**Benefits**:
- Cell phone reimbursement
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Provident Fund
Schedule:
- Day shift
- Fixed shift
Supplemental pay types:
- Commission pay
- Joining bonus
- Performance bonus
**Experience**:
- total work: 1 year (required)
Work Location: In person
**Speak with the employer**
+91 8962650326
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