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