This job is basically for Financial advisor where candidates have to educate known ones, friends, acquaintances about the right investment for child education, retirement planning, financial planning etc.
Responsibilities:
Provide comprehensive financial planning and advice to clients.
Develop customized financial plans based on clients' needs and goals.
Offer investment recommendations and strategies.
Monitor clients' financial portfolios and make adjustments as needed.
Stay updated on market trends and financial regulations.
Conduct regular reviews of clients' financial plans.
Build and maintain long-term relationships with clients.
Provide ongoing support and guidance to clients.
Ensure compliance with financial regulations and standards.
Educate clients on financial products and services.
Assist clients with retirement planning and wealth management.
Analyze clients' financial situations and identify opportunities for improvement.
Prepare detailed financial reports and presentations.
Collaborate with other financial professionals and experts.
Attend industry conferences and seminars to stay informed.
Maintain accurate and up-to-date client records.
Handle client inquiries and resolve issues promptly.
Develop marketing strategies to attract new clients.
Meet sales and performance targets.
Provide training and mentorship to junior advisors.
Requirements:
Excellent analytical and problem-solving skills.
Strong communication and interpersonal abilities.
High level of integrity and professionalism.
Ability to build and maintain client relationships.
Proficiency in financial planning software and tools.
In-depth understanding of market trends and financial regulations.
Ability to work independently and as part of a team.
Strong organizational and time management skills.
Attention to detail and accuracy.
Ability to handle confidential information with discretion.
Sales and marketing skills.
Commitment to continuous learning and professional development.
Ability to manage multiple clients and projects simultaneously.
Strong presentation and public speaking skills.
Knowledge of tax laws and retirement planning.
Ability to travel as needed.
Fresher 
Salary not disclosed 
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