Financial Advisors Job in Anutech Solutions
Financial Advisors
Anutech Solutions
4+ weeks ago
- Vijayawada, Krishna, Andhra Pradesh
- Not Disclosed
- Full-time
- Permanent
Job Summary
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
Experience Required :
Fresher
Vacancy :
2 - 4 Hires
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