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Rudr Consultancy Services
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Financial Advisor

Financial Advisor

Rudr Consultancy Services

1 - 3 years

3 - 6 Lacs

udaipur

Posted:20 hours ago| Platform:

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Skills Required

investment planning financial advisory financial planning wealth management finance financial analysis investment banking accounting financial services sales life insurance marketing mutual funds sales portfolio management mutual funds

Work Mode

Work from Office

Job Type

Full Time

Job Description

Financial Advisor

Job Name:

Financial Advisor Job Location:Udaipur (Rajasthan)Industry:Banking, FinanceJob Type:PartTime Skills:Strong communication Education:Any Graduate
About The Role ::
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients financial goals. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. Implementing financial plans or referring clients to professionals who can help them.

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Financial Advisor