Financial Advisor

We are looking for a confident and smart Financial Advisor who can provide clients with expert financial guidance, investment advice, and tailored solutions to meet their short-term and long-term financial goals. The candidate will play a key role in analyzing client needs, recommending suitable products, and building trusted relationships.

Key Responsibilities:

• Provide financial planning and advisory services to clients.
• Assess client’s financial situation, risk profile, and investment goals.
• Recommend appropriate investment, insurance, tax-saving, and retirement plans.
• Educate clients on financial products, market trends, and opportunities.
• Maintain strong client relationships and ensure customer satisfaction.
• Prepare financial reports, proposals, and regular portfolio reviews.
• Achieve sales and advisory targets as per company guidelines.

Required Skills:

• Strong knowledge of finance, investments, insurance, and tax planning.
• Good communication and interpersonal skills.
• Analytical thinking with problem-solving ability.
• Confidence in client interaction and presentation.
• Basic computer and MS Office knowledge.

Qualifications:

• Bachelor’s degree in Finance, Commerce, Economics, Business Administration, or related field.
• Professional certifications (CFP, NISM, IRDA, AMFI) will be an added advantage.

Benefits:

• Competitive salary with performance-based incentives.
• Career growth in banking/financial services sector.
• Training & mentorship for freshers.
• Food & accommodation support (if provided by company).

Job Types: Permanent, Fresher

Pay: ₹10,000.00 - ₹12,000.00 per month

Work Location: In person

Speak with the employer
+91 8921612239