Financial Consultant @ Umind Consulting

Job Description

Financial Consultant

Primary responsibility will be to understand clients' financial goals, assess their risk tolerance, and develop tailored investment strategies to help them achieve their objectives. This role involves staying abreast of market trends, analyzing financial data, and providing recommendations to optimize clients' portfolios. Conduct thorough consultations with clients to understand their financial goals, risk tolerance, and investment preferences. Assess clients' current financial situations and develop personalized financial plans. Conduct in-depth analysis of financial markets, individual securities, and investment opportunities. Provide clients with clear and well-researched recommendations based on their financial profiles. Design and manage investment portfolios, ensuring alignment with clients' objectives and risk tolerance. Monitor and adjust portfolios based on market conditions and clients' changing needs.

Product - Demat A/C , Mutual Fund 

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Keyskills:   client management sales mutual funds