Client Relationship Management:

• Build and maintain relationships with individual and corporate clients.
• Conduct financial needs analysis to understand clients’ goals and risk tolerance.
• Provide ongoing support and updates to clients as their financial situations evolve.
• Financial Planning and Advisory: Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
• Offer advice on risk management and wealth-building strategies.
• Educate clients about market trends, product offerings, and financial best practices.
• Sales and Business Development: Proactively identify new clients through networking, referrals, and lead generation.
• Present and promote financial products that align with clients' needs. Meet or exceed sales targets and contribute to the team’s overall performance.
• Training and Development: Participate in training programs to stay updated on financial products, market conditions, and industry regulations.
• Obtain necessary certifications and licenses to practice as a financial advisor.

• Bachelor’s degree in any degree will be considered for qualified candidates
• Strong interpersonal and communication skills, both verbal and written.
• Analytical and problem-solving skills to assess client needs and provide suitable recommendations.
• Self-motivated, goal-oriented, and able to work independently or as part of a team.
• Sales experience is an advantage but not required—training will be provided.
• Open to fresh graduates and career shifters passionate about helping others achieve financial security.