Finance Advisor - Full Time - Freshers

  • icon job experience 0 - 1 Years
  • icon job opening 30 Openings
  • icon salary 2.0 - 3.0 Lac/Yr
  • icon job posting Posted 25 days ago
  • Face-to-Face interview Face-to-Face interview
  • icon job location Lucknow

Job Description

1- Advising clients on their financial goals, including investment strategies, insurance needs, and retirement planning.

2- Meeting with clients to understand their financial goals, risk tolerance, current financial situation (assets, debts, income), and investment knowledge.

3- Recommending suitable investment products, insurance solutions, and other financial services based on client needs and goals.
  • Experience

    0 - 1 Years

  • No. of Openings

    30

  • Education

    Higher Secondary, B.C.A, B.Com, BDS, Any Bachelor Degree

  • Role

    Finance Advisor

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Face interview location

    2nd floor, Aditya Birla Capital, Urbanac Business Park ,Vibhuti Khand, Gomtinagar Lucknow

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