The ideal candidate should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. 

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• They Should be comfortable with Telephonic interaction.
• To be touch with investor over the phone and update them about latest ongoing scheme (which includes FD, MF, Bonds, Debenture etc) and help them to make wise investment decision based on various factor.
• Business development and acquisition of new investors the key criteria of performance matrix.
• As per need, male candidate may have to visit client place for completion of documentation (any place, any time, any day).

Qualifications

• Bachelor's degree in Finance or related field
• Communication Skill
• Small interest in sales & Marketing
• 
  
• Strong understanding of the investment business