Finance Executive jobs in Delhi/NCR - Expert Crude Oil

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  • Job View 12 Views
  • Applicants Less than 5 Applicants
  • 2019-04-05

Job Description

Financial Advisor Responsibilities:

Talking to clients to determine their expenses, income, insurance coverage, financial objectives,

Answering client questions about financial plans and strategies and giving financial advice

Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

Managing and updating client portfolios.

Building and maintaining your client base.

Provide financial planning support to clients

Support investment professionals to cultivate client relationships

Prepare financial plans and check their accuracy

Respond to prospective customer queries about financial planning

Assist in the development plans for the company

Offer subject matter expertise to fellow Financial Advisors

Maintain awareness of latest legislative changes that may affect financial planning

Key Skills

  • Finance Management


Banking, Investments, Stock Market & Financial Services

Functional Area

Finance / Stock Market

Number of Vacancy




About Expert Crude Oil

Welcome you to the world of Best Crude Oil Tips at Our company aims at providing the traders with excellent & sure shot mcx crude oil tips for intraday trading. We are the only crude oil tip provider company in the commodity market who guarantees 95% accuracy for their calls. Being focused on quality rather than quantity, we give limited but best calls to the traders who are trying to make big profits in the market.

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