Direct Walk-In For Financial Advisor – Investor Relations & Fundraising

We are looking for a motivated Financial Advisor to join our team in Visakhapatnam. This is a full-time office-based position suited for individuals with 1 to 7 years of relevant experience. Ideal candidates should come from a strong educational background in fields such as , , , MBBS, Chartered Accountant, .A, or possess a professional degree.

**Key Responsibilities:**

- **Client Consultation:** Meet with clients to assess their financial needs and goals, helping them understand their options and making informed decisions.

- **Financial Planning:** Develop comprehensive financial plans that detail strategies for investments, savings, and spending aligned with clients' objectives.

- **Investment Advice:** Offer informed recommendations on suitable investment opportunities based on market trends and clients' risk tolerance.

- **Monitoring Portfolio Performance:** Regularly review and analyze clients’ financial portfolios to ensure alignment with their goals and suggest adjustments as necessary.

- **Regulatory Compliance:** Stay updated on financial regulations and ensure all practices comply with relevant laws and standards.

**Required Skills and Expectations:**

Strong communication and interpersonal skills are essential for building trust and rapport with clients. The ability to analyze complex financial information and provide clear explanations is crucial. Candidates should have a good understanding of investment products and financial markets. Proficiency in financial planning software and tools is preferred. A commitment to continuous learning and professional development is expected to keep pace with industry changes and client needs.

• Experience

  1 - 7 Years

• No. of Openings

  4

• Education

  Graduate (B.Com, B.Sc, B.Tech/B.E : Agriculture, Other, MBBS, CA, ICWA, Professional Degree, Certificate/Diploma/Others)

• Role

  Financial Advisor

• Industry Type

  FMCG / Retail / Food / Beverages

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Walk-in interview location

  Ashwaq Agro & Dairy Farms Pvt. Ltd,, 1st Floor, Opp. Bhanu Chai Shop, Bhanu Street, Daba Gardens, V,