Job Location: Visakhapatnam
Roles and Responsibilities
Key functions will be:
1. Conduct Research, implement proprietory developed trading and investment Strategies, broadcast recommendations to subscribers over different platform
2. Prepare daily reports, recommendations MIS, and product performance reports on a daily, weekly and monthly basis
3. Browse for Financial Literacy events and Gamification of Financial Knowledge, Plan for financial games for prospects engagement and improving financial knowledge
4. Deliver sessions on financial planning, financial topics, investments and other classes to employees
5. Browse, and structure the financial content for Videos
6. Browse, understand and present the financial planning business models, global business practices in asset management, financial planning, advisory and research for growth activities
7. Planning and Organising Financial Planning / Investor Awareness Programs for Corporates, Companies, Colleges, Schools, and Business Associations.
8. Promotion of Business & Institutional sales.
9. Planning and coordinating for sales promotion plans & activities.
10. Providing valuable inputs for fine tuning the selling strategies
11. Ensure the customer related queries and concerns are addressed appropriately in the shortest span of time.
12. Developing strategy for the category to meet company objectives.
13. Prepare necessary Presentations for Different events and engagement activities.
14. Interact with existing clients for renewal of subscription
15. Write Blogs and Conduct webinars
Desired Candidate Profile
NISM or NCFM or CFA Level 1 Appearing or CFP Certification Mandatory
Perks and Benefits
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