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

    B.A, B.B.A, B.Com, B.Ed, B.Sc, Post Graduate Diploma, M.A, M.B.A/PGDM [Finance], M.Com, M.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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