Prepare comprehensive plans for all clients and assist client to achieve all objectives and targets.
Evaluate financial situation; develop financial plans to achieve all investment objectives.
Analyze market and identify appropriate market opportunities.
Design various plans and facilitate to build a strong client foundation.
Develop and maintain good professional relationship with clients.
Analyze financial requirement of clients and recommend solutions for same.
Monitor all client recommendation and develop appropriate financial plans for same.
Participate in various meetings with clients and evaluate all financial products and services.
Maintain and update knowledge on various planning methods, tax regulations and perform risk management.
Review all investment opportunity and analyze client requirement to recommend investment products and services.
Design new sales and marketing plans to develop a client base.
Manage all communication for financial products and services for clients.
Provide consultation to all clients and provide appropriate supplies.
Ensure achievement of all targets and goals for ensure profitable sales.
Monitor client base, identify up gradation opportunity and provide recommendation to management.