Opening For Finance Advisor

™» Explain (over the phone) the various types of investment product features and financial services

to potential clients.

™» Deliver personalized investment solutions to help clients work toward their short term, medium

term and long-term financial goals

™» Develop and deepen client relationships.

™» Educate clients and answer questions about investment options and potential risks.

™» Recommend investments to clients or select investments on their behalf.

™» Help clients plan for specific circumstances, such as education expenses, tax planning or

retirement planning.

™» If needed, Meeting with clients to understand their needs and demands.

™» Preparing financial plans with a mix of short and long term investments.

™» Providing periodic updates on the performance of investment portfolios.

™»Monitor clients€™ accounts and determine if changes are needed to improve account performance or

to accommodate life changes.

• Experience

  0 - 1 Years

• No. of Openings

  10

• Education

  Graduate (B.B.A, B.Com)

• Role

  Finance Advisor

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office