Hiring Graduate Freshers
- Category: Fresher Jobs
- Location: Pune, Maharashtra
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 18K to 31K
- Published on: 2025/07/11
♻ Explain (over the phone) the various types of investment product features and financial services to potential clients.
♻ Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals
♻ Develop and deepen client relationships.
♻ Educate clients and answer questions about investment options and potential risks.
♻ Recommend investments to clients or select investments on their behalf.
♻ Help clients plan for specific circumstances, such as education expenses, tax planning or
retirement planning.
♻ If needed, Meeting with clients to understand their needs and demands.
♻ Preparing financial plans with a mix of short and long term investments.
♻ Providing periodic updates on the performance of investment portfolios.
♻Monitor clients’ accounts and determine if changes are needed to improve account performance or to accommodate life changes.
Job Type: Full-time
Pay: ₹15,000.00 - ₹25,000.00 per month
Schedule:
Day shift
Experience:
total work: 1 year (Preferred)
Work Location: In person
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