Indian customer is getting more aware of the financial products and their features and is not as naive as it used to be few years back. Financial adviser would have to become more proficient and add more value to stay in the business. Thus today adequately trained and qualified Financial adviser professionals are required by Financial Services Companies, Banks etc.
Capital Varsity Introduce this of 2 month course for students to become expert and skilled in the field of securities market and can haired by any Financial institution.
Financial Planners are like Financial Doctors. A financial planner is a professional who helps companies and individuals create a program to meet long-term financial goals.
Client Service Managers serve as a relationship management point of contact for clients of Financial Advisors.
These jobs carry targets and involve client acquisition, servicing and retention.
A stockbroker serves the financial interests of his clients. Become a sub broker ‘Sub-Broker’ is any person who is not a Trading Member of a Stock Exchange but who acts on behalf of a Trading Member as an agent for assisting investors in dealing in securities through such Trading Members.
All finance companies offering wealth management services and investment advisory companies including brokers
Mutual funds need financial advisers and relationship managers to educate clients about the new products, services and offerings of the asset management companies.