- 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