Assistant Manager
Fisdom
0 - 0 years
Bengaluru
Posted: 11/08/2025
Job Description
· Recruit and maintain client bases.
· Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
· Investigate available investment opportunities to determine compatibility with client financial plans.
· Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
· Monitor financial market trends to ensure that client plans are responsive.
· Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
· Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
· Devise debt liquidation plans that include payoff priorities and timelines.
About Company
Fisdom is a fintech company that provides a platform for wealth management and investment solutions. It focuses on offering personalized financial products such as mutual funds, insurance, and goal-based financial planning tools to help individuals build wealth and secure their financial future. Fisdom aims to make wealth management accessible to everyone through technology.
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