Looking For Summer Interns & Final Placement at Globe Capital Market Ludhiana, Chandigarh & Ambala !!!

JOB DESCRIPTION :-

The wealth advisor will have to undertake the following responsibilities:

Recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client
Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
Accelerate Company Revenue in terms of volume of business & assets.
Understand clients needs & requirements and accordingly position products & services
Coordinate with product and research team for taking investment decision for the clients
Contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
Provide various investment performance reports and summaries to the clients
Maintain a client bases, along with relevant comments/remarks for future recommendations.
To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.

CORE RESPONSIBILITIES:

Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Ensure ongoing self-development.
Manage the key performance indicators at the highest level.
Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Ensure ongoing self-development.
Manage the key performance indicators at the highest level.
Person should have good communication skills, Sound learning of Basic Finance terms.
Should be well versed with MS Office.

Their expertise in serving our clients to the objectives has earned them the trust of reputed names in the finance industry.

Advantage Of Placement & Internship :-

Interested Students can apply : https://forms.gle/aQ3daNzHSSUfcNb7A

Internship