Investment Specialist (any Graduation Fresher's Also Apply) Goregaon
Year Mumbai, Maharashtra, India
Job Description
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We are seeking a motivated and enthusiastic individual to join our team as a financial advisor. In this role, you will be responsible for providing financial advice to clients and helping them achieve their financial goals. As a financial advisor, you will work with clients to assess their financial needs, develop suitable financial plans, and help them make informed financial decisions. Key responsibilities: 1. Assess clients\' financial needs and goals and develop financial plans accordingly
2. Review clients\' financial goals and adjust plans as required
3. Analyze and recommend suitable investment products, strategies, and services
4. Provide financial education to clients to help them make informed financial decisions
5. Ensure compliance with financial regulations and industry standards
6. Develop and maintain relationships with clients to ensure their financial needs are met
7. Recommend and implement new investment strategies or products as they become available
8. Monitor and report on investment performance to clients Job Type: Full-time Pay: 13,000.00 - 25,000.00 per month Benefits:
2. Review clients\' financial goals and adjust plans as required
3. Analyze and recommend suitable investment products, strategies, and services
4. Provide financial education to clients to help them make informed financial decisions
5. Ensure compliance with financial regulations and industry standards
6. Develop and maintain relationships with clients to ensure their financial needs are met
7. Recommend and implement new investment strategies or products as they become available
8. Monitor and report on investment performance to clients Job Type: Full-time Pay: 13,000.00 - 25,000.00 per month Benefits:
- Leave encashment
- Day shift
- Performance bonus
- Bachelor\'s (Required)
- total work: 1 year (Preferred)
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Job Detail
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Job IdJD3289670
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMumbai, Maharashtra, India
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EducationNot mentioned
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ExperienceYear