Financial Advisor

Max Financial Services

1. Design goal based investment strategy plans.

2. Execute Financial Planning for clients.

3. Review/ Research and Recommend Financial products

4. Help in analysing funds.

5. Help in creating content and PPT for online webinars.

6. Must be proactive and have analytical skills.

7. Should have good communication skills.

8. Implementation of Client Financial Plans and re balancing strategies.

9. Emailing clients on a weekly basis and curate content for emails.

10. Calling clients from leads and nurturing them calling

Contact businesses and private individuals by telephone to promote services

Should be able to explain the product and its benefits to the customers

Resolving customer queries

Customer follow up and feedback post initial interaction

Record customer and transaction details and obtaining customer information

Schedule appointments for sales staff to meet prospective customers.

• Experience0 - 1 Years
• No. of Openings05
• EducationHigher Secondary, Diploma, Professional Degree, Any Bachelor Degree, B.A, B.C.A, B.B.A, B.Com, Post Graduate Diploma, M.B.A/PGDM
• RoleFinancial Advisor
• Industry TypeBanking / Financial Services / Stock Broking
• Gender[ Male / Female ]
• Job CountryIndia
• Job TypeWork from Home