Financial Services Job in PAN India at Impetuson

Responsibilities:

• Conduct in-depth financial consultations with clients to understand their financial goals, risk tolerance, and investment preferences.
• Provide recommendations on investment strategies, asset allocation, retirement planning, tax planning, insurance coverage, and other financial products and services.
• Execute trades and transactions on behalf of clients, adhering to regulatory guidelines and company policies.
• Stay updated with industry trends, market developments, and financial regulations to provide accurate and up-to-date advice to clients.
• Foster long-term relationships with clients, maintaining regular communication and providing ongoing support and guidance.

Skills:

• 6 months experience in Insurance Sales.
• Proven experience working in the financial services industry, preferably in a financial advisory or wealth management role.
• Proficient in using financial software, tools, and CRM systems to gather data and generate reports.
• Ability to work independently, prioritize tasks, and manage multiple client relationships simultaneously.
• Exceptional problem-solving and decision-making abilities.

Others:

• Two-Wheeler mandatory

With a social view of employment to underpreviledged and those who are in need, and with strong sense of Diversity and Inclusivity, ImpetusON sets its objectives and standards on ethics and values.