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Financial Advisor

Financial Advisor

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

kotak life

0 years

0 Lacs

delhi delhi india

Posted:2 days ago| Platform: Foundit logo

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Skills Required

certified financial planner retirement planning investments chartered financial analyst financial planning financial advisory financial software and tools

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

We suggest you enter details here.

Role Description

This is a full-time on-site role for a Financial Advisor, located in Delhi, India. The Financial Advisor will be responsible for providing financial planning advice to clients, assisting with investment strategies, retirement planning, and overall financial advisory. They will meet with clients to discuss their financial goals, create and implement financial plans, and monitor clients accounts to ensure they are on track to meet their objectives.

Qualifications

Experience in Financial Planning and Finance
Knowledge of Retirement Planning and Investments
Strong Financial Advisory skills
Excellent analytical and problem-solving abilities
Effective communication and interpersonal skills
Proficiency in financial software and tools
Relevant certifications or licensures (e.g., Certified Financial Planner, Chartered Financial Analyst) are preferred
Bachelor's degree in Finance, Economics, Business, or a related field

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Financial Advisor