Finance Advisor Fresher

Key Responsibilities:

1. Provide financial advice: Offer guidance and recommendations to clients on how to manage their finances, including budgeting, investing, and saving for retirement.

2. Conduct financial assessments: Evaluate clients' financial situations by reviewing their assets, liabilities, income, expenses, and financial goals.

3. Develop financial plans: Create personalized financial plans for clients based on their goals, risk tolerance, and time horizon.

4. Monitor investments: Keep track of clients' investment portfolios and make recommendations for adjustments based on market conditions and changes in financial goals.

5. Educate clients: Help clients understand complex financial concepts and strategies in simple terms to make informed decisions about their money.

Required Skills and Expectations:

1. Strong communication skills: Ability to effectively communicate and build rapport with clients to understand their financial needs and goals.

2. Analytical skills: Proficiency in analyzing financial data and trends to make informed recommendations for clients.

3. Attention to detail: Ability to carefully review and assess clients' financial information to create accurate and comprehensive financial plans.

4. Knowledge of financial markets: Understanding of investment products, market trends, and financial planning principles.

5. Ethical behavior: Commitment to acting in clients' best interests and following ethical standards in providing financial advice.

• Experience

  Fresher

• No. of Openings

  10

• Education

  12th Pass

• Role

  Financial Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Female

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Shriram life insruance 1st floor oppoaite bharat hotel uper lenscart chawani road gumanpura kota