Marketing Executive Jobs in Kolkata - ADROITIN CONSULTING SERVICES
Job Description
Key Responsibilities
- When first meeting with a new
client, personal financial advisors are responsible for discussing their
financial goals, explaining various types of financial services available, and
answering their questions about savings options as well as their risks.
- Personal financial advisors will then recommend or select investments on their
client’s behalf to plan for a specific situation, such as retirement.
- Financial
advisors will receive regular investment reports for each client to carefully
track progress and suggest ways to improve account performance if necessary.
- Many personal financial advisors also spend a large chunk of their time
marketing their financial services by teaching seminars, exchanging financial
help, and networking with businesses.
Necessary Skills
- Due to the nature of the work,
personal financial advisors must have strong analytical skills for taking into
account economic trends, regulatory changes, and risk in managing their
clients’ investment portfolios.
- Mathematical skills are a must to work the
numbers and determine how investments are performing.
- Interpersonal relations
are a large part of the job, so financial advisors should have the
communication skills to answer their clients’ questions in understandable
language and build relationships on trust.
- Sales skills are also important
because personal financial advisors must persuade others to use their financial
services in order to expand their client base.
Job Particulars
About Company
PROFILE OF ADROITIN CONSULTING SERVICES
When it comes to saving money, we have a wide array of options ranging from stashing under our mattress to placing it in a savings account or investing in stocks. With so many different savings choices available, people often need an expert to deliver solid financial advice on where to they should trust their hard-earned money. That’s exactly where personal financial advisors come in. Personal financial advisors are given the duty of helping clients plan for meeting their short and long-term financial goals. Many people turn to personal financial advisors to receive helpful guidance on investments, taxes, insurance, retirement planning, and college tuition expenses. Personal financial advisors play a prominent role in monitoring clients’ savings and investment accounts to ensure they have the funding for whatever life changes lie ahead.
