Financial Advisor

As a Financial Advisor, you will be responsible for providing expert financial guidance and investment advice to clients to help them achieve their short-term and long-term financial goals. Your role will involve analyzing client needs, recommending suitable financial products, and building trustworthy relationships. You will be expected to provide financial planning and advisory services, assess clients" financial situations and risk profiles, and recommend appropriate investment, insurance, tax-saving, and retirement plans. Educating clients on financial products, market trends, and opportunities will also be a key aspect of your responsibilities. Maintaining strong client relationships, ensuring customer satisfaction, preparing financial reports and proposals, and conducting regular portfolio reviews are essential tasks in this role. Meeting sales and advisory targets as per company guidelines will be crucial for success. To excel in this role, you should possess a strong understanding of finance, investments, insurance, and tax planning. Good communication and interpersonal skills are essential, along with analytical thinking and problem-solving abilities. Confidence in client interactions and presentations, as well as basic computer and MS Office knowledge, will be beneficial. Qualifications for this position include a Bachelor's degree in Finance, Commerce, Economics, Business Administration, or a related field. Professional certifications such as CFP, NISM, IRDA, or AMFI will be advantageous. In return, you can expect a competitive salary with performance-based incentives, opportunities for career growth in the banking/financial services sector, training, and mentorship for freshers, as well as support for food and accommodation if provided by the company. This is a permanent position suitable for both experienced professionals and freshers in the financial advisory field. The work location is in person, and if you are interested in this opportunity, you can speak with the employer at +91 8921612239.,