Hiring Freshers || Finance Advisor

Job Description

• Achieve performance targets by bringing clients through the advice process.

Develop client relationships with new and existing clients.

• Establish and develop relationships with staff in supporting organisations.

• Provide professional best advice in developing clear financial plans for new and existing clients.

Adhere to strict risk management procedures.

• Identify financial requirements and develop clear financial plans for new and existing clients in relation to a range of retail products.

Ensure that the highest level of customer service is provided on a consistent.

Develop relationships with new and existing clients in line with targets.

• Ensure full compliance with all relevant company policies, procedures and legal and regulatory requirements.

• Strong business development element to this role - generation of new leads/client relationships is key.
  • Experience

    0 - 4 Years

  • No. of Openings

    25

  • Education

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

  • Role

    Financial 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

    Urbanac Business Park, Vibhuti khand, Gomti Nagar Lucknow

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