Investment Consultant
10 hours ago
- Assess clients' financial needs, risk tolerance, and investment objectives.
- Provide professional advice on investment options, asset allocation, and portfolio diversification.
- Develop tailored investment strategies and financial plans aligned with client goals.
- Stay updated on market trends, economic developments, and financial products.
- Conduct financial analysis, prepare investment proposals, and present recommendations.
- Build and maintain long-term relationships with clients, ensuring regular portfolio reviews.
- Collaborate with internal teams (research, sales, and compliance) to deliver solutions.
- Ensure compliance with regulatory requirements and company policies.
- Monitor investment performance and adjust strategies when necessary.
- Assist in business development and client acquisition activities.
Job Type: Full-time (On-site)
Salary: Basic + Commisions
Job Type: Full-time
Pay: Rs40, Rs50,000.00 per month
Work Location: In person
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