Job Description

Provide strategic advice across a variety of financial products and services. Assess client’s overall financial picture, understand their needs and develop a solid financial plan. Guide clients towards a profitable and secure financial decision. Cultivate client base and build healthy relationships. Oversee the course of the financial plan and update it, if necessary, to ensure profits. Maintain and develop a computerized customer and prospect database. Plan and carry out direct marketing activities (principally direct phone calls) to prospects. Develop ideas for direct sales call, maintain and develop existing and new customers through planned individual support. Take care of the client renewals. Desired Skills: Hands on MS office and MS Excel. Confident communication, interpersonal skills with excellent English. Quick learner and ability to multitask. Knowledge of International market preferred. Experience in working on Customer Relationship Management systems (CRM). Effective Team Player Desired Skills. Proven working experience as a financial adviser, planner or relevant experience preferred. Accuracy, attention to detail and the ability to explain complex information clearly and simply. Excellent PC knowledge and ability to operate database systems.

Qualifications:

• Not Pursuing Graduation

Experience Requirements:

• Fresher

Skills:

• PHP,Codeigniter,HTML,CSS