Looking For Finance Advisor

We are looking for a dynamic and result-oriented Financial Advisor to provide investment guidance and financial planning services to clients. The candidate will be responsible for acquiring new clients and managing their investment portfolios.

🔹 Key Responsibilities:

Identify and acquire new clients for investment products

Provide financial planning and wealth management advice

Promote mutual funds, insurance, bonds, and other investment products

Maintain and grow Assets Under Management (AUM)

Build long-term client relationships

Achieve monthly and yearly revenue targets

🔹 Required Skills:

Strong communication and convincing skills

Knowledge of investment products and financial markets

Client handling & relationship management skills

Target-oriented and self-motivated

• Experience

  5 - 11 Years

• No. of Openings

  2

• Education

  Graduate (CA)

• Role

  Finance Advisor

• Industry Type

  Agriculture / Dairy

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  bhanu street, near chennai shopping mall, daba gardens