Meeting with clients.
Offering specialized financial guidance and advice.
Completing financial needs analyses.
Creating and explaining customized plans.
Utilizing knowledge of tax investment strategies.
Assessing clients' financial portfolios.
Analyzing clients' risk. -Encouraging clients to invest in the future.
Experience
0 - 1 Years
No. of Openings
10
Education
12th Pass
Role
Insurance Advisor
Industry Type
Banking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Home