5

Finance Advisor 12th Pass Jobs in Hooghly

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  • Fresher
  • Uttarpara Kotrung Hooghly
BFSI Finance Advisor Financial Advisor Financial Consultant Financial Advisory Financial Planning
Key Responsibilities:1. Provide financial guidance: Assist clients in understanding their financial goals and develop tailored strategies to achieve them.2. Conduct financial analysis: Analyze clients' financial situations, including income, expenses, assets, and liabilities, to offer personalized recommendations.3. Offer investment advice: Recommend suitable investment options, such as stocks, bonds, mutual funds, and retirement accounts, based on clients' risk tolerance and financial objectives.4. Monitor client portfolios: Regularly review and adjust investment portfolios to ensure they align with clients' changing financial circumstances and market conditions.5. Educate clients: Keep clients informed about market trends, economic developments, and changes in financial regulations to help them make informed decisions.6. Build relationships: Develop long-term relationships with clients through regular communication, trust-building, and addressing their financial needs and concerns.Required Skills and Expectations:1. Strong communication skills: Ability to explain complex financial concepts in simple terms and build rapport with clients.2. Analytical mindset: Proficiency in analyzing financial data and making sound recommendations based on facts and figures.3. Customer service orientation: Dedication to providing exceptional service and meeting clients' needs promptly and effectively.4. Knowledge of financial products: Understanding of various investment vehicles, insurance products, and retirement planning options.5. Attention to detail: Thoroughness in reviewing financial documents, conducting research, and preparing reports accurately.6. Compliance knowledge: Familiarity with financial regulations and commitment to adhering to ethical standards and industry best practices.
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  • 0 - 3 yrs
  • Serampore
Insurance Sales Life Insurance Financial Planning Skills Customer Service Insurance Marketing Good Communication Skills General Insurance Insurance Direct Sales Tele Marketing Financial Service Consultant Life Insurance Advisor
URGENT REQUIREMENTUrgent Requirement!Tata AIA Life Insurance is hiring Insurance Advisors for part-time or full-time work. Earn extra income, enjoy flexible working hours, and get free training + full support. Motivated candidates are requested to apply immediately.
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  • 0 - 3 yrs
  • Serampore
Financial Planning Financial Services
Job Openings for 15 Financial Consultant Jobs for Freshers in Serampore, having Educational qualification of : Higher Secondary, Secondary School, B.A, B.Arch, B.C.A, B.B.A, B.Com, B.Sc, B.Tech, MBBS, Post Graduate Diploma, M.A, M.Arch, M.C.A, M.B.A/PGDM, M.Com with Good knowledge in Financial Planning, Financial Services etc.
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Financial Advisor

Gromo Partner

Financial Reporting Financial Services Corporate Finance Voice Process
So Hello Online working kariki (15k-25k ) income karibaku chahucha Number Save kariki 9692279866 Ai sabu details send kara*My Name:- Basu
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Financial Advisor

HDFC life insurance

Finance Financial Consultancy
Good communication skill,Patient dedication, Time (Only serious person connect) After selection 600 charge for IRDA exam
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