via Internshala·2d ago
Prosperity Manager
Internshala
Full-timeOn-site
Location:Indore, Mumbai, RaipurType:Full-timePosted:2d ago
About the job
Key responsibilities
- Understanding client requirements and onboard new customers with a personalszed approach.
- Creating customised financial plans using Multiplus' wide range of investment and financial products.
- Staying updated with market trends and guide clients in making informed investment decisions.
- Building and maintaining long-term relationships with clients by becoming their trusted financial advisor.
- Monitoring client portfolios regularly and recommend suitable improvements or rebalancing strategies.
- Providing financial planning support across investments, insurance, loans, and wealth management solutions.
- Addressing client queries and concerns with professionalism, empathy, and prompt service.
- Maintaining confidentiality, compliance standards, and accurate reporting practices.
- Identifying cross-selling and upselling opportunities to enhance overall client value.
Skill(s) required
Analytical Thinking Business Development Client Interaction Client Relationship Customer Acquisition Customer Support Effective Communication Financial planning Portfolio Management Problem Solving Sales Time Management
Who can apply
Only those candidates can apply who
- have minimum 1 years of experience
Other requirements
- Graduate or Post Graduate in Finance, Commerce, Economics, Business Administration, or related fields.
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