Financial Advisor
7 hours ago
Roles and Responsibilities
- Provide financial advisory services to clients, focusing on their specific needs and goals.
- Develop and maintain strong relationships with existing clients through regular communication and follow-ups.
- Identify new business opportunities by networking, attending industry events, and leveraging referrals.
- Conduct market research to stay up-to-date on trends and developments in the financial sector.
- Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
Desired Candidate Profile
- 5-10 years of experience in financial products sales or related field.
- Strong understanding of financial markets, investments, insurance products, mutual funds, pension plans, retirement planning, stock broking/trading etc. .
- Excellent communication skills for effective interaction with clients over phone calls.
- Ability to work independently with minimal supervision while meeting targets set by management.
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