Financial Advisor

  • icon job experience 1 - 2 Years
  • icon job opening 30 Openings
  • icon salary 2.5 - 3.0 Lac/Yr
  • icon job posting Posted 1 days ago
  • Face-to-Face interview Face-to-Face interview
  • icon job location Kolkata

Job Description

as a financial advisor, your primary responsibility will be to help clients manage their finances by providing expert advice on investment options, retirement planning, estate planning, and overall wealth management. you will be responsible for analyzing financial information, assessing clients' goals and risk tolerance, and developing personalized financial strategies.

key responsibilities include:

1. conducting comprehensive financial assessments for clients to determine their current financial situation and future goals.

2. recommending suitable investment products and strategies based on clients' risk tolerance and investment preferences.
  • Experience

    1 - 2 Years

  • No. of Openings

    30

  • Education

    B.A, B.Com, B.Sc

  • Role

    Financial Advisor

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Face interview location

    P-118, C.I.T. ROAD, SCHEME 6M, PHOOLBAGAN, 2ND FLOOR OF SURAKSHA DIAGNOSTICS, KOLKATA 700054

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