Financial Advisor

Understand clients’ financial needs

Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance

Answer clients’ questions and address concerns

Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals

Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.

Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.

Manage and regularly update clients’ portfolios.

Continuous communication with clients’ to stay up to date with their financial status

Building and maintaining your client base.

• Experience

  0 - 6 Years

• No. of Openings

  10

• Education

  12th Pass

• 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 Home