Fresher hiring for Finance Advisor

- provide financial advice: offer guidance on investment strategies, retirement planning, estate planning, and other financial decisions to clients. this requires a thorough understanding of financial products and markets.

- develop financial plans: create personalized financial plans for clients based on their goals, risk tolerance, and timeline. this includes analyzing financial information, evaluating investments, and recommending appropriate strategies.

- monitor client accounts: keep track of client accounts and provide regular updates and recommendations based on market changes and individual goals. this involves staying informed about market trends and economic developments.

- build client relationships: cultivate strong relationships with clients by understanding their needs and communicating effectively. this includes listening to client concerns, addressing questions and providing ongoing support.

- stay compliant: ensure that all financial advice and recommendations adhere to relevant regulations and industry standards. this requires attention to detail and commitment to ethical practices.

required skills:

- strong analytical skills: ability to analyze complex financial information and make informed recommendations.

- excellent communication skills: clear and concise communication with clients and colleagues.

- customer service orientation: putting client needs first and providing top-notch service.

- time management: efficiently manage workload and meet deadlines.

- adaptability: flexibility to adjust to changing market conditions and client needs.

• Experience

  0 - 1 Years

• No. of Openings

  59

• Education

  12th Pass

• Role

  Financial Advisor

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Part Time

• Work Location Type

  Work from Home