Hiring Freshers || Finance Advisor

  • icon job experience 0 - 6 Years
  • icon job opening 15 Openings
  • icon salary Not Disclosed
  • icon job posting Posted 45 days ago
  • Face-to-Face interview Face-to-Face interview
  • icon job location Delhi

Job Description

- Provide personalized financial advice to clients: As a Financial Advisor, you will be responsible for understanding your clients' financial goals and providing customized advice and recommendations to help them achieve these goals.

- Sell life insurance products to clients: You will work as a Life Insurance Agent, educating clients on different life insurance products available and helping them choose the best solution to meet their needs.

- Assist clients in financial planning: Through detailed analysis of clients' financial situations, you will develop comprehensive financial plans that encompass goals such as retirement planning, education funding, and risk management.

- Maintain strong client relationships: Building trust and rapport with clients is essential in this role to ensure long-term satisfaction and loyalty.

- Stay updated on industry trends and regulations: It is crucial for Financial Advisors to stay informed about the latest financial market trends, products, and regulatory changes to provide accurate and reliable advice to clients.

Skills and Expectations:

- Strong communication skills: Ability to effectively communicate complex financial information to clients in a clear and understandable manner.

- Analytical mindset: Proficiency in analyzing financial data and identifying opportunities for clients to optimize their financial portfolio.

- Sales acumen: Capability to persuade and sell life insurance products to clients while maintaining ethical standards.

- Understanding of financial products: Knowledge of different life insurance products and financial planning concepts to provide suitable recommendations to clients.

- Time management: Ability to manage tasks efficiently in a part-time, work-from-home setting to meet client needs and targets.
  • Experience

    0 - 6 Years

  • No. of Openings

    15

  • Education

    12th Pass

  • Role

    Financial Advisor

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Part Time

  • Work Location Type

    Work from Home

  • Face interview location

    Azadpur new delhi

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