Financial Advisor @ Integrated Personnel

Job Description

Roles & Responsibilities :-
(1) Digital client acquisition using LMS on provided leads
(2) Ensure the clients downloads our mobile application and complete the KYC process
(3) Providing strategic advice across a variety of financial products and services
(4) Assessing clients overall financial picture, understand their needs and develop a solid financial
plan
(5) Guiding clients towards a profitable and secure financial decision
(6) Guide clients towards a profitable and secure financial decision
(6) Cultivate client base and build win-win relationships
(7 )Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet
sales quotas
(7) Keep abreast of new industries trends and research market to back up financial consulting
(8 ) Oversee the course of the financial plan and update it, if necessary, to ensure profit

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Keyskills:   brokerage current account loan sales insurance sales financial advisory bfsi sales telecom sales