• Provide financial planning and investment advice to clients remotely.
• Assess clients' financial goals and recommend suitable products.
• Develop and maintain client relationships through effective communication.
• Conduct market research and stay updated on financial trends.
• Prepare and present financial reports and strategies.
• Work flexible hours to accommodate clients' needs.

This job is only open to candidates residing in NCR and nearby areas.

• Educational Qualifications: Bachelor’s degree in any field.
• Experience Level: No previous experience required; entry-level candidates are encouraged to apply.
• Skills and Competencies: Excellent communication skills, analytical thinking, and problem-solving abilities.
• Responsibilities and Duties: Assist clients in financial planning, provide guidance on investment strategies, and maintain client records.
• Working Conditions: Remote setup with flexible hours, allowing for a work-life balance.
• Qualities and Traits: Strong interpersonal skills, proactive attitude, and a commitment to client success.