Selected Intern's Day-to-day Responsibilities Include
- Identifying and acquiring new clients through cold calling and referrals
- Promoting financial products such as insurance, mutual funds, and stock market services
- Understanding client financial needs and recommending suitable investment solutions
- Building and maintaining strong client relationships for repeat business
- Working towards monthly and quarterly targets
- Staying updated with market trends and financial products
- Ensuring proper documentation and compliance processes
About Company: We are Exemplar Financial Consultants, a financial consultancy started in June 2015 to educate people on how to protect and invest smartly to fulfill their future financial goals. Our mantra is Let's grow together because we understand that our growth is only possible when our clients and our employees grow.
We strongly believe that quality financial planning is no longer an option, but a necessity for people across the country. Our core strength lies in providing conflict-free, quality financial advice that is easy to understand and implement. Our qualified team of financial planners optimizes the use of technology to prepare comprehensive financial plans for our clients, and then helps them in achieving their long-term goals to make affordable savings toward the achievement of their long-term financial goals.
