Financial Advisor

Icici Prudential

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 : Higher Secondary

Role : Financial Advisor

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India