Vishal Sen - Gold Saving Plans Advisor in Trimulgherry, Secunderabad

Vishal Sen - Gold Saving Plans Distributors

Member since Mar 28, 2013

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About Me

HI, I am a free lancer in the field of advisory and i have strong knowledge regarding financial products and financial strategy and currently working in a reputed MNC and planning to take up advisory as full time profession and to earn trust and confidence of the valuable investor and clients who i advise.

About Work Experience

Propose a strategy and solutions to solve for clients needs or resource gaps Build rapport with FA?s and proactively addresses client needs by providing meaningful information, insights, & suggestions Lead and assists in the facilitation of in-depth business analytics and ad-hoc financial reporting Determine which financial products are suitable for client?s needs and financial circumstances Assess customer goals by conducting financial opportunity session with new or existing clients Advise clients regarding advantages and disadvantages of different financial products Attend and participate in product promotion events activities all over.

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