Finance Advisor Jobs For Freshers - Kolkata

Join our team as a Financial Advisor and help clients achieve their financial goals. This part-time position allows you to work from home while providing valuable financial guidance to individuals and families.

**Key Responsibilities:**

- **Client Consultation:** Meet with clients to understand their financial situation and goals. This involves asking questions to gather information about their income, expenses, and investment preferences.

- **Financial Planning:** Create personalized financial plans that align with clients’ objectives. You will analyze their financial status and recommend suitable investments, savings strategies, and debt management options.

- **Market Research:** Stay informed about market trends and economic conditions to provide clients with up-to-date advice. This includes analyzing financial products and understanding how changes in the market may affect client portfolios.

- **Ongoing Support:** Offer continuous support and advice to clients as their financial needs change. This may involve regular check-ins and adjustments to their financial plans based on life events or market changes.

- **Compliance Adherence:** Follow all relevant regulations and enhance trust with clients by ensuring that your advice follows ethical guidelines and legal standards.

**Required Skills and Expectations:**

Candidates should have strong communication and interpersonal skills to build relationships with clients. A keen analytical mindset will help in understanding financial data. Previous experience in finance is a plus, but not mandatory, as we welcome fresh talent. Candidates must also display a willingness to learn and adapt in a dynamic field.

• Experience

  0 - 5 Years

• No. of Openings

  20

• Education

  10th Pass

• Role

  Financial Advisor

• Industry Type

  Banking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Part Time

• Work Location Type

  Work from Home

• Face Interview Location

  14/B, Esplanade, Chowringhee North, Bow Barracks, Kolkata, West Bengal 700001.