Any Graduate Fresher also apply (Financial Advisor)- Goregaon

As a Personal Investment Specialist, you will be responsible for explaining various types of investment product features and financial services to potential clients over the phone. Your role will involve delivering personalized investment solutions to assist clients in achieving their short term, medium term, and long-term financial goals. Additionally, you will play a key role in developing and strengthening client relationships. In this position, you will have the opportunity to educate clients on investment options, answer their questions, and recommend suitable investments based on their needs. You may also be involved in helping clients plan for specific circumstances such as education expenses, tax planning, or retirement planning. Meeting with clients to understand their individual requirements and preparing financial plans that encompass a mix of short and long-term investments will be part of your daily responsibilities. Furthermore, you will provide regular updates on the performance of investment portfolios and monitor clients" accounts to assess if any changes are necessary to enhance account performance or accommodate life changes such as marriage or having children. Researching investment opportunities and staying informed about market trends will also be a crucial aspect of your role. This is a full-time position that offers benefits such as Provident Fund, a day shift schedule, and performance bonuses. The ideal candidate for this role should have a Bachelor's degree and a strong foundation in financial planning and investment management.,