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
Graduate (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