About the Job
Key Responsibilities:1. Understanding customer requirements: like his risk profile, financial goals, and asset allocation
2. Working on the analysis of the customer’s current portfolio and advising him to sell/redeem his bad assets
3. Presenting the financial plan to the customer and helping him understand his financial goals
4. Reviewing and tracking the financial plan for the customers assigned to you
5. Managing customer relationships in terms of support from the organization and being a single point of contact to service the client
6. Creating a roadmap for the customer to achieve their financial goals
7. Need to create the content by writing articles and content for the WhatsApp community
Requirements:
1. Any Graduate, mutual fund V-A certification, and mutual fund knowledge
2. MBA (preferred)
3. A good and consistent education track record is mandatory
4. Proficiency in Microsoft Excel will be an added advantage
Number of Openings
1 openingsSkills
English Proficiency (Spoken), Financial literacy
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