Account Executive (m/f), Thrissur in Thrissur, Kerala

Your tasks:
- Contact clients periodically to determine any changes in their financial status
- Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections
- Analyze financial information obtained from clients to determinestrategies for meeting clients' financial objectives
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan
- Answer clients' questions about the purposes and details of financial plans and strategies
Your skills:
- Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards
- Talking to others to convey information effectively
- Developing specific goals and plans to prioritize, organize, and accomplish your work
- Keeping up-to-date technically and applying new knowledge to your job
- Using computers and computer systems to program, write software, set up functions, enter data, or process information
- Actively looking for ways to help people
- Observing, receiving, and otherwise obtaining information from all relevant sources
- Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events
Location
Thrissur
jobid82282
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