Posted:1 week ago|
Platform:
Work from Office
Full Time
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. Requirements Graduate Fresher Finance Knowledge Mathematics
Money Honey Financial Services
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Instantly access job listings, apply easily, and track applications.
Gurgaon
3.6 - 6.0 Lacs P.A.
Experience: Not specified
2.0 - 5.0 Lacs P.A.
Noida, Uttar Pradesh
Experience: Not specified
0.25 - 0.4 Lacs P.A.
Mumbai Metropolitan Region
Experience: Not specified
Salary: Not disclosed
Ludhiana East, Punjab, India
Experience: Not specified
Salary: Not disclosed
Bhawanipur, Kolkata/Calcutta
Experience: Not specified
3.0 - 6.96 Lacs P.A.
Dum Dum, Kolkata/Calcutta
Experience: Not specified
2.04 - 5.52 Lacs P.A.
Bara Nagar, Kolkata/Calcutta
Experience: Not specified
2.04 - 5.52 Lacs P.A.
Bongaigaon, Assam, India
Experience: Not specified
Salary: Not disclosed
Ahmedabad, Gujarat, India
Salary: Not disclosed
