If you think SRE is like every other large equity firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between SRE Business Partners and you. We believe that building long-term relationships with our clients is imperative to serving their needs. Having a major presence across India, we're located within the communities you work and live because that's the best way to get to know you and help you reach your financial goals and objectives.
Location: Mumbai
Qualification : Any Graduate
Experience: 0-1 Years
CTC: As Per Company Standards
Job description:
- Contacting new & existing clients and setting up meetings, either within an office environment or in clients' homes or business premises.
- Collecting all the documents necessary for the data gathering process.
- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
- Analyzing information and preparing plans best suited to individual clients requirements.
- Completing risk analyses.
- Researching the marketplace and providing clients with information on new and existing products and services.
- Designing financial strategies.
- Assisting clients to make informed decisions.
- Researching information from various sources, including providers of financial products.
- Reviewing and responding to clients changing needs and financial circumstances.
- Promoting and selling financial products to meet given or negotiated sales targets.
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
About the Company:
If you think SRE is like every other large equity firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between SRE Business Partners and you. We believe that building long-term relationships with our clients is imperative to serving their needs. Having a major presence across India, we're located within the communities you work and live because that's the best way to get to know you and help you reach your financial goals and objectives.
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Source: timejobs Website
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