Accountability:

There would be a responsibility of discussing the financial planning with the clients. Sharing the right financial decision with them.

Roles and Responsibilities:

• Client Engagement & Negotiations..
• Prospect generation & handling grievances.
• Meeting monthly tasks & enhancing client profitability..
• Analysing the financial market & giving investment tips.

Required Competencies:

• NISM (Investment Advisor) Level 1 & Level 2 Both.
• Fluent English Communication skills.
• Excellent analytical skills..
• Good Convincing & Negotiation Skills
• Adaptable in dynamic and fast paced work environment

Required Qualifications