As a Financial Advisor, your primary responsibility will be to provide financial advice and guidance to clients in order to help them achieve their financial goals. This will involve analyzing their financial situation, providing recommendations on investment strategies, and assisting with estate planning and retirement planning. Key skills for this role include a strong understanding of financial services and products, knowledge of financial planning principles, expertise in corporate finance and taxation, experience in investment banking, and proficiency in financial reporting.
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Urgent hiring for a part-time role in finance.Creating Team / Team Lead / Team RecruitmentLeads, campaigns, referrals & any self-generated leads.Set appointments, Follow Up, listen to customer needs, and sell the most appropriate protection, savings & investment products.