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Financial consultant - B2B

0.00 to 2.00 Years   Noida   12 Oct, 2023
Umind Consulting
Job LocationNoida
EducationNot Mentioned
SalaryRs 2.5 - 4.5 Lakh/Yr
IndustryBroking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Financial Consultant - B2BResponsible for offering comprehensive financial advisory and investment services to our clients. Your primary focus will be on helping clients achieve their financial goals through a wide range of investment products and strategies.Conduct in-depth consultations with clients to understand their financial objectives, risk tolerance, and investment preferences.Assess clients current financial situations and future needs.Develop personalized financial plans and investment strategies tailored to each clients unique circumstances.Provide recommendations on asset allocation, investment selection, and retirement planning.Locations - Gargaon, Delhi, Noida, MayurVihar ,Meerut, Dehradun, JanakpurFor further details kindly contact :93hidden_mobile2hidden_email

Keyskills :
customer serviceportfolio management

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