Description :
Job role: Financial Consultant
Experience : 3-8years
Location : New Delhi
Key Responsibilities:
Assess clients' financial status, goals, and risk tolerance to develop personalized financial strategies.
Provide guidance on investment opportunities, retirement planning, tax strategies, insurance, and estate planning.
Monitor and evaluate investment performance, making adjustments as needed.
Build and maintain strong client relationships by delivering outstanding financial consulting services.
Educate clients on financial products, market trends, and best practices in wealth management.
Collaborate with other financial professionals, such as accountants and legal advisors, to provide holistic financial solutions.
Ensure compliance with financial regulations and company policies.
Generate leads and grow the client base through networking and business development efforts.
Prakhar Softwares Solutions is a CMMI Level 3 , ISO 9001:2015, ISO 27001:2013 certified company dealing in multiple projects including software development, Staffing Management, Recruitment Process Outsourcing, E-governance. We have 10 offices across India and working for various e-governance projects of National Importance.
