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Financial Consultant

1.00 to 3.00 Years   Ahmedabad   24 Nov, 2023
Umind Consulting
Job LocationAhmedabad
EducationNot Mentioned
SalaryRs 2.0 - 4.5 Lakh/Yr
IndustryBroking
Functional AreaPre-Sales
EmploymentTypeFull-time

Job Description

    Financial ConsultantYou will play a pivotal role in providing expert financial advice and investment strategies to clients. This position involves analyzing market trends, understanding clients financial goals, and recommending suitable investment opportunities to help them achieve financial success.Stay informed about market trends, economic indicators, and industry developments. Conduct in-depth research on various financial instruments and investment opportunities. Develop and manage investment portfolios based on clients goals, risk profiles, and market conditions. Monitor portfolio performance and make adjustments as needed. Assist clients in creating personalized financial plans, including retirement planning, wealth accumulation, and risk management strategies. Provide guidance on tax-efficient investment strategies.For further details kindly contact :70hidden_mobile5hidden_email

Keyskills :
salesclient management

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