Business Development Associate

0 years

0 Lacs

Posted:3 weeks ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Part Time

Job Description

Company Description

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Role Description

This is a full-time on-site role located in Bengaluru for a Financial Advisor. The Financial Advisor will guide clients on managing their finances, planning for retirement, and making investment decisions. The role involves creating customized financial plans, providing sound financial advice, and monitoring the financial health of clients to ensure their goals are met. The candidate will collaborate with clients to assess their financial situation and recommend strategies to meet long-term financial objectives.

Qualifications

  • Proficiency in Financial Planning and Retirement Planning
  • Strong understanding of Finance and Investments
  • Expertise in Financial Advisory
  • Excellent interpersonal and communication skills
  • Analytical thinking and problem-solving abilities
  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field
  • Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
  • Ability to build trust and maintain long-term client relationships

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