Opening For Financial Advisor

Bet Developers & Promoters

5 - 10 Years
3 Openings
1.0 - 2.0 Lac/Yr
Posted 9 days ago
Face-to-Face interview
Visakhapatnam

Key Skills

Investment Banking Financial Services Financial Planning Corporate Finance Finance Financial Reporting Financial Consultancy

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Job Description

job summary:

a financial advisor provides clients with expert advice on how to manage their finances. this includes creating personalized financial plans, advising on investments, retirement, insurance, taxes, and estate planning. the advisor builds long-term relationships with clients to help them achieve financial goals and adjust plans as life circumstances change.

key responsibilities:

meet with clients to assess their financial situation, goals, and risk tolerance.

develop customized financial plans covering budgeting, savings, investments, retirement, and insurance.

recommend investment strategies and financial products aligned with clients needs and objectives.

stay up to date with market trends, tax laws, and economic developments.

monitor clients financial portfolios and recommend adjustments as necessary.

educate clients on financial topics and ensure they understand risks and rewards.

maintain compliance with financial regulations and ethical standards.

build and maintain a strong client base through networking, referrals, and marketing strategies.

Experience
5 - 10 Years
No. of Openings
3
Education
M.B.A/PGDM [Finance]
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
bhanu street , chennai shopping mall backside , daba gardens ,visakhapatnam