Junior Financial Advisor Fresher Job

Key responsibilities:

1. Explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients concerns
2. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
3. Developing financial plans to help clients achieve their long-term and short-term financial goals
4. Contacting clients regularly to discover changes in their financial lives and update their portfolios
5. Soliciting new clients through referrals and other business development activities
6. Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy
7. Completing and submitting investment-related documents, including applications and withdrawal forms and tax proofs
8. Performing day-to-day administrative tasks, such as responding to emails, calls, and escalations from clients and vendors
9. Identifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible

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