Hiring Graduate Freshers .

♻ Explain (over the phone) the various types of investment product features and financial services to potential clients.

♻ Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals

♻ Develop and deepen client relationships.

♻ Educate clients and answer questions about investment options and potential risks.

♻ Recommend investments to clients or select investments on their behalf.

♻ Help clients plan for specific circumstances, such as education expenses, tax planning or

retirement planning.

♻ If needed, Meeting with clients to understand their needs and demands.

♻ Preparing financial plans with a mix of short and long term investments.

♻ Providing periodic updates on the performance of investment portfolios.

♻Monitor clients’ accounts and determine if changes are needed to improve account performance or to accommodate life changes.

Job Type: Full-time

Pay: ₹15,000.00 - ₹25,000.00 per month

Schedule:

Day shift

Experience:

total work: 1 year (Preferred)

Work Location: In person

Speak with the employer

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