Management trainee Jobs in Delhi,Gurgaon - Om Prosperity Wealth Advisory
Job Description
- Business development by creating and converting leads into clients.
- Risk profiling of client based on their financial goals, time horizon and return expectation.
- Prompt service to clients as per their requirement.
- Briefing clinets about the rational of various Investment Advice given and risk and reward ration associated with the investment advice.
- Prospect/client engagement by conducting various marketing activities I.e. educational seminars, road shows, one to one sessions etc.
Job Particulars
About Company
Om Prosperity Wealth Advisory is a proprietorship concern by Mr. Rahul Arya- SEBI Registered Investment Adviser · activities undertaken by the company are as below
a. To provide investment ideas to customers via various platform depending upon client needs i.e. one on one counselling, by emails, messenger’s services, web services
b. Investment ideas would be as per the risk profile and future goals of the customer.
c. Holistic advice as per customer needs
d. Advice will be given for long term, medium term, short term investments in line with clients’ long term, medium term and short-term goals and liquidity requirements. Advise will be given for investments primary and secondary market (equity, F&O, Mutual Funds, Debt instruments etc)
e. Investment advice will also be given for insurance requirement, retirement corpus, any other alternate investment as per requirement of clients.
f. Various education courses for students/investors/traders for help them become better investors.
g. Tax panning/advisory for clients.
h. Educating clients the important of saving and various means to become better saver for wealth creation
