Hiring Fresher / Finance Advisor / 12th Pass

Job Description

As a Financial Advisor, you will be responsible for guiding clients in managing their finances effectively. Your role will involve providing tailored financial advice and building strong relationships with clients to help them achieve their financial goals.

Key Responsibilities:

- Client Consultation: Engage with clients to understand their financial needs, goals, and current financial situations, allowing you to provide personalized advice.

- Financial Planning: Develop comprehensive financial plans that suit individual client requirements, including budgeting, savings, and investment strategies.

- Investment Guidance: Recommend suitable investment options based on client profiles, market trends, and risk tolerance to help them grow their wealth.

- Market Research: Stay updated on financial products, market trends, and economic news to provide informed advice and improve client portfolios.

- Relationship Management: Foster long-term relationships with clients by maintaining regular contact and providing ongoing support and guidance.

To be successful in this role, you should possess strong communication skills to explain complex financial concepts clearly. An understanding of financial products and the ability to analyze client needs are critical. A proactive attitude and a willingness to learn will help you thrive in this fast-paced environment. You should be detail-oriented and have strong analytical skills to assess various financial situations accurately. A good level of confidence is also necessary, as you will be interacting directly with clients to build their trust.
  • Experience

    0 - 4 Years

  • No. of Openings

    20

  • Education

    12th Pass

  • Role

    Financial Advisor

  • Industry Type

    Banking

  • Gender

    Male

  • Age Limit

    20 - 40 Yrs.

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Benefits include

    Flexible Working Hours, Food/Meals, 5 Working Days

  • Walk-in interview location

    India House, 69, Ganesh Chandra Ave, Chandni Chawk, Bowbazar, Kolkata, West Bengal 700012

  • Walk-in Date

    20/07/2026 - 31/07/2026

  • Walk-in Time

    11:00 AM

About Shashwat Solutions

We are specialize in recruitment companies and Human Resources Services.
Read More...
Similar Jobs
Apply Now

Register to Get Relevant Jobs