• Citizen

• Full Time

• Direct Hire

• UG :- - Not Required

• PG :- - Not Required

• No of position :- ( 1 )

• Post :- 22nd Jun 2022

Title: Financial Advisor/Investment Consultant

Experience: 0-4 years

Preferred Immediate Joiner

Job location: Chennai

CTC : As per Market Standards

Job Profile:

The Financial Advisor/Investment Consultant will provide investment advice to clients across the country and help the clients act upon the advice using the FundsIndia.com platform. Advice will be mostly on Insurance portfolios, investment choices, goal planning, rebalancing, portfolio review, and financial planning.

Responsibilities:

• Understand clients needs and advice based on financial objectives.
• Help clients execute plan using the FundsIndia platform.
• Build and maintain client base, keeping current client plans up-to-date.
• Maintain constant engagement with clients to optimise investment opportunities.
• Preparing goal-oriented financial plans for clients.
• Conduct portfolio reviews.
• Respond to adhoc investment related queries from clients.
• Nurture client base to optimise asset potential.

Must Have :

Good Communication in English and Hindi Preferred

Interested Candidates Kindly Drop your CV @ vaishnavi@fundsindia.com

Regards,

Vaishnavi, HR

Ph:8870477624