Financial Advisor

• Develop and maintain relationships with clients to understand their financial goals, risk tolerance, and long-term objectives.
• Conduct detailed financial analyses to assess clients’ current financial status and future needs.
• Create and present customized financial plans and investment strategies.
• Recommend suitable financial products such as mutual funds, insurance policies, retirement plans, and other investment options.
• Monitor clients’ portfolios and provide ongoing advice and adjustments based on market trends and life changes.
• Stay updated on market trends, investment products, tax laws, and regulations.
• Achieve individual and team sales/revenue targets.
• Ensure compliance with all financial regulations and company policies.
• Conduct regular portfolio reviews and follow up with clients to ensure satisfaction and performance alignment.
• Maintain accurate client records and prepare reports as required.

Certification such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or similar preferred.

Candidates have CA,CMA,ACCA are welcome.

0-1 years of experience preferred.

Job Types: Full-time, Permanent, Fresher

Pay: ₹15,000.00 - ₹20,000.00 per month