Surat
Full-Time
Junior: 1 to 3 years
2L - 2L (Per Year)

About the Job

Skills

Business
Finance
Helping Clients
Interpersonal Skills
Financial Analysis
Mutual Funds
Advisory
Customer Relationship Management (CRM)

Primary Role

To provide financial advice and guidance to clients on various aspects of personal or business finance. This includes analysing client's financial status, goals and investment preferences, developing and implementing comprehensive financial plans, advising clients on investment strategies and risks managements, and monitoring client’s investments to adjust the investment strategy as needed.

Secondary Role

Advising clients on retirements planning, including estimating retirement income needs and developing a plan to achieve those goals.

-Recommending investments such as Mutual Funds, Portfolio Management. Insurance products such as Life insurance, Health insurance & motor insurance.

-Educating clients on financial literacy and investment best practices. Networking and building relationships with potential clients to expand the client base.

-Maintaining accurate records of all client interaction and financial transaction. Keeping upto-date with changes in financial laws, regulation, and investment products.

 

 

Skills Required

·     Must have financial Knowledge

·     Should be confident and self-motivated

·     Having an excellent sales skill

·     Must have strong communication skills

·     With good presentation skills

About the company

Haardik Nayak Financial Product Distribution Pvt. Limited (previously known as Haardik Nayak Wealth Management Pvt. Limited) are into Financial Product (Investment, Insurance & Real Estate) Distribution Since 1994 with core vision of Customer 1st approach and providing quality services to clients at their satisfaction level and build their wealth. The core strength of the company is Advisory Servi ...Show More

Industry

Financial Services

Company Size

11-50 Employees

Headquarter

India

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