Financial Advisor

3 - 7 years

0 Lacs

Posted:21 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Financial Advisor at Mahar Investments, your role will involve assisting clients with financial planning, offering expert advice on investment opportunities, and designing personalized strategies to help clients achieve their financial objectives. You will be based in Ajmer and will be responsible for analyzing clients" financial needs, providing retirement planning solutions, implementing investment strategies, and ensuring client satisfaction through regular follow-up and communication. Key Responsibilities: - Analyze clients" financial needs - Offer retirement planning solutions - Implement investment strategies - Ensure client satisfaction through regular follow-up and communication Qualifications: - Strong skills in Financial Planning and Retirement Planning - Proficiency in Finance and Investments - Expertise in offering Financial Advisory services and creating custom financial strategies - Excellent interpersonal and communication skills - Ability to establish and maintain client relationships - Knowledge of financial regulations and compliance standards - Bachelor's degree in Finance, Economics, Business, or a related field - Certification as a Certified Financial Planner (CFP) or equivalent is a plus,

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