Profile: Wealthpreneurs: Finance & Marketing
Roles and Responsibilities: Prepare a working model & final plan of action & hence conduct those activities as a part of general public awareness to spread awareness on ‘Financial Well Being’ for prospects by identifying their needs. Provide & develop Financial portfolio & suggest solutions to prospects basis their requirements & financial goals.To learn, gain & update self regarding the rich learning in Wealth management avenues of Mutual funds, Life insurance, General insurance & overall 360° Financial planning, as imparted by the company. Spreading education & awareness in the society by conducting Webinars. Organize timely & regular Online connect with the prospect & to ensure a satisfactory approach & guidance throughout the association. Work on promoting various projects of Digital marketing, Corporate marketing & Retirement project of the company by putting best efforts & thus adding value to the assigned work. Establish a connect & organize a Corporate presentation with the company & hence help prospects achieve financial goals through various solutions to choose from. Share regular communications with prospects regarding market trends, information, research & investment material of the company.
Skills required: Social/Interpersonal Skills. Communication Skills. Analytical Skills. Work to achieve results. Compliance.
