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