Website:
digitodeal.in
Job details:
Company Description
Aaymitra is a legal unit of DIGITODEAL® Connecting India that specializes in providing comprehensive financial advice and awareness. Its services include financial goal setting, investment advice, risk management, retirement planning, tax planning, portfolio monitoring, loan management counseling, and financial literacy. Guided by a vision of empowering individuals and businesses, Aaymitra aims to enhance financial education and decision-making. The company is committed to delivering tailored financial solutions that cater to diverse needs, promoting financial security and growth.
Role Description
This is a full-time on-site role based in Kaimur for a Financial Services Professional. The professional will be responsible for assisting clients in financial planning, providing investment advice, guiding them in setting and achieving financial goals, creating retirement plans, and offering tax optimization strategies. The role includes building client relationships, effectively communicating financial concepts, and ensuring financial awareness and risk management for clients.
Qualifications
- Proficiency in Financial Planning and Retirement Planning
- Strong knowledge and practical experience in Finance and Financial Services
- Excellent Communication skills for client interactions and presentations
- Problem-solving skills and the ability to provide tailored financial solutions
- Commitment to promoting financial education and customer service
- A degree in Finance, Economics, Business Administration, or a related field is preferred
- Certification in financial planning or related fields is a plus
- Experience in portfolio management, tax planning, or risk assessment will be advantageous
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