Urgent Opening For Business Development Executive

  • icon job experience 0 - 1 Years
  • icon job opening 10 Openings
  • icon salary 1.0-2.3 Lac/Yr
  • icon job location Satna
  • Face-to-Face interview Face-to-Face interview

Job Description

Job Overview:

As an Investment Advisor, your primary responsibility is to provide comprehensive financial advice and investment solutions to clients. You will analyze their financial goals, risk tolerance, and investment preferences to develop personalized investment strategies. This role involves staying informed about market trends, economic indicators, and financial products to offer informed recommendations to clients.

Key Responsibilities:

Client Consultation:

Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and investment preferences.

Assess clients' current financial situations and create a clear understanding of their needs.

Financial Analysis:

Analyze financial data, market trends, and economic indicators to provide informed investment advice.

Utilize financial planning tools and software to model various investment scenarios.

Investment Strategy Development:

Develop personalized investment strategies aligned with clients' financial objectives and risk profiles.

Stay abreast of market conditions and adjust investment strategies as needed.

Portfolio Management:

Manage and monitor client investment portfolios to ensure alignment with stated financial goals.

Implement trades and rebalance portfolios based on market changes and client preferences.

Product Knowledge:

Stay informed about a wide range of financial products, including stocks, bonds, mutual funds, ETFs, and alternative investments.

Recommend suitable investment products based on client needs and market conditions.

Regulatory Compliance:

Ensure compliance with relevant financial regulations and industry standards.

Keep abreast of changes in regulatory requirements and update processes accordingly.

Client Communication:

Communicate regularly with clients to provide updates on their portfolios, market conditions, and any recommended adjustments.

Educate clients on investment strategies and financial planning concepts.
  • Experience

    0 - 1 Years

  • No. of Openings

    10

  • Education

    B.B.A, B.Com, M.B.A/PGDM, Professional Degree

  • Role

    Business Development Executive

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Prime Research

We are a SEBI Registered Research Analyst. We provide clients Intraday Stock Tips, Intraday Future Tips, Intraday Option Tips, MCX Tips, Intraday NCDEX Tips and also Tips in Currency. Our main focus is to motivate our clients to work in the stock market for a long period of time. Through which our customers can achieve long term goals. At the same time, we give information about IPO to the customers. And we definitely tell our customers that the stock market is subject to market risk, so customers must do their own risk profiling before giving advice in any stock, we do technical research fundamental research of that stock and our advice reaches the customers through sms which is always on time.

Prime Research, a trusted name in the financial services arena, provides you with the entire gamut of market research services under one ceiling.
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