Financial Advisor

Role Overview: As a financial advisor, your main role will involve engaging with clients to understand their financial goals, risk tolerance, and current financial status. Based on this information, you will provide tailored financial planning strategies to help clients achieve their objectives. This position requires a thorough understanding of financial products and regulations to offer sound advice to clients. Key Responsibilities: - Engage with clients to gather information such as expenses, income, insurance coverage, and tax status to develop personalized financial plans. - Provide financial advice and answer client inquiries regarding financial strategies and plans. - Recommend appropriate strategies in areas such as insurance coverage, investment planning, and cash management to help clients meet their financial goals. - Regularly review client accounts and plans to identify any necessary adjustments due to life changes, economic factors, or financial performance. - Analyze financial data provided by clients to create strategies that align with their financial objectives. - Prepare financial document summaries, investment performance reports, and income projections for clients. - Implement financial plans or refer clients to other professionals for specialized assistance. - Manage and update client portfolios to ensure they remain aligned with their financial goals. - Maintain regular contact with clients to stay informed about any changes in their financial situation. - Build and expand your client base to grow your business. Qualifications Required: - Possession of appropriate licenses to operate as a financial advisor. - Deep knowledge of the latest financial products available in the market. Note: The job type is full-time and benefits include health insurance and Provident Fund. The work location is in person. For further information, you can contact the employer at +91 9296510282.,