* Maintain good relationship with our existing clients
* Should give good service of products like Investments, Loans & Insurance.
* Need to update the existing client’s personal finance portfolio in our Web Portal
* Need to download our mobile app to all your mapped clients
* Should Ananlys clients portfolio every month
* Need to do Financial Planning at the time of new client onboarding
* Need to prepare goad based financial planning.
* Need to attend finance trainings periodically to update your knowledge
* Need to acquire new clients by getting references from existing clients, through our loan department, social media, or Open Market.
Job Types: Full-time, Regular / Permanent, Fresher
Salary: From ₹8,000.00 per month
Ability to commute/relocate:
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