• Provide expert financial consulting services to clients based on their unique needs and objectives.
• Analyze client financial data to create personalized financial plans and investment strategies.
• Build and maintain strong relationships with clients through consistent networking and follow-up.
• Utilize consultative sales techniques to effectively present financial solutions to clients.
• Stay updated on market trends and financial products to offer the best advice to clients.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field
• Experience Level: 0–2 years
• Skills and Competencies: Consultative Sales, Online Sales, Networking Skills, People Oriented
• Qualities and Traits: Strong communication skills, Client-focused, Detail-oriented
• Responsibilities and Duties: Willingness to learn and adapt in a dynamic financial environment