Financial Planning Advisor

Tata Group

**job opportunity: financial advisor**

**company:** finance division of tata group

**job description:**

we are looking for dynamic and driven individuals to join our team as financial advisors. as a financial advisor, you will be responsible for providing expert financial advice and consultancy to prospective consumers, helping them achieve higher returns on their investments. you will play a crucial role in guiding clients towards sound financial decisions, ensuring their financial security and growth.

**candidate eligibility:**

- age bar: 25 to 65

- gender: male/female

- area: kolkata (candidates residing in or willing to work in kolkata)

- occupation: we welcome candidates from various professional backgrounds, including:

- housewives

- retired individuals

- businesspersons

- servicemen and women

**job timing:**

you have the flexibility to choose between full-time and part-time work options, enabling you to balance your professional and personal commitments effectively.

**qualification:**

to be considered for the position of financial advisor, you should meet the following educational requirements:

- minimum higher secondary qualification for candidates with relevant experience and a strong interest in finance.

- graduates from any discipline are encouraged to apply.

**key responsibilities:**

- assessing clients' financial situations and goals.

- providing personalized financial advice and investment strategies.

- educating clients on various investment opportunities and risks.

- monitoring and managing clients' investment portfolios.

- staying up-to-date with financial market trends and regulations.

- building long-term relationships with clients based on trust and integrity.

**skills and attributes:**

- strong communication and interpersonal skills.

- analytical mindset and a passion for finance.

- ability to understand clients' needs and tailor financial solutions accordingly.

- ethical and trustworthy approach towards financial planning.

• Experience

  0 - 6 Years

• No. of Openings

  2

• Education

  12th Pass

• Role

  Financial Planner

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Part Time

• Work Location Type

  Work from Office