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  • Job View 764 Views
  • Applicants Less than 5 Applicants
  • 2016-11-13

Job Description

Provide sound financial advice to individuals.

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.

Recommend strategies clients can use to achieve their financial goals and objectives, including advice on debt management, cash management, insurance coverage, and investments.

Identify and keep abreast of new market trends.

Use spreadsheets and market research to back up financial advice.

Explain financial assistance available to college students.

Review accounts to determine if life changes necessitate new financial strategies.

Sell products such as stocks, bonds, and mutual funds.

Determine the net worth of an individual or corporation.

Oversee the investments and making changes as necessary in order to help the individual or company to gain even more money.

Handle customer complaints and resolve problems.

Key Skills

  • 1) Build And Maintain Client Bases
  • Keeping Current Client Plans Up-to-date And Recruiting New Clients On An Ongoing Basis. 2) Contact Clients Periodically To Determine If There Have Been Changes In Their Financial Status. 3) Devise Debt Liquidatio

Functional Area

Accounting / Auditing / Taxation

Number of Vacancy




About Indian Jobs Sea Recruitment and Placement Consultants

General Business Activities Indian Job Sea Recruitment & Placement Consultants Has Been Established as a Recruitment & Placement Company in West India. Our Traditional Business Model is Based On the Accomplishment of Manpower Supply in the Recruitment & Placement Markets in India. the Revenues of Our Company are Expected to Be Nearly Inr 500,000 per Month Depending On the Variables that are Factored in with Investments in the Recruitment & Placement Industry.rn rnthere is a Great Need for Certified or Official Bank Checks in the Future to Deal with Some Recruitment & Placement Transactions. in Addition to Recruitment & Placement Investments, the Company is Seeing Advisors to Guide to Invest Portions of Its Assets in the Purchase and Sale of Securities such as Stocks and Bonds as Well as Forex Trading On Global Markets.

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