Financial Advisor

Panora Global Venture LLP

0 - 5 years

0 Lacs

Kolkata, West Bengal

Posted:15 hours ago| Platform: Indeed logo

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Skills Required

risk communication finance certification

Work Mode

On-site

Job Type

Full Time

Job Description

We are seeking a motivated and client-focused Financial Advisor to join our team. Your role will involve understanding client needs, offering personalized financial solutions, and helping them achieve their financial goals through investments such as Mutual Funds, Bonds, Insurance, and more. Key Responsibilities: Assess client financial goals and risk appetite Maintain long-term client relationships Stay updated on market trends and products Requirements: Strong communication and interpersonal skills Background in finance or related field preferred AMFI/NISM certification is a plus Job Type: Full-time Pay: ₹11,004.87 - ₹52,882.12 per month Experience: Financial services: 5 years (Preferred) License/Certification: NISM (Preferred) Location: Kolkata, West Bengal (Required) Work Location: In person Speak with the employer +91 8100581779

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