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Enrichwise Financial Services Pvt Ltd

Financial Advisor

Enrichwise Financial Services Pvt Ltd

Posted

last week

Navi Mumbai, Maharashtra, India

Onsite

INR 50K

Entry Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The role involves offering financial advice and building client relationships. Candidates are expected to have knowledge of mutual funds and related financial products.

About Company

Enrichwise Financial Services Pvt Ltd specializes in offering financial advisory services, with a focus on mutual funds and investment strategies.

Core Requirements

  • Bachelor's degree in finance or related field.
  • Knowledge of mutual funds and investment products.
  • Strong communication skills.
  • Customer service experience.
  • Ability to work independently.

Responsibilities

  • Provide financial advice to clients.
  • Assess clients' financial situations.
  • Promote mutual fund products.
  • Develop personalized investment strategies.
  • Build and maintain client relationships.
  • Conduct market research.
  • Stay updated on financial regulations.

Must Have skills

Financial analysisClient managementCommunicationSales skillsAnalytical thinking

Job Keywords

Financial AdvisorMutual FundsInvestmentClient RelationshipFinancial Planning

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