Financial Advisor/Manager

Auris Finmart Private Limited

3 - 31 years

1 - 7 Lacs

Jadavpur, Kolkata/Calcutta

Posted:21 hours ago| Platform: Apna logo

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Skills Required

support management strategies risk analyze data reports planning portfolio regulations

Work Mode

On-site

Job Type

Full Time

Job Description

🔍 Job Overview : We are seeking a skilled and proactive Financial Advisor/Manager 💼 to provide strategic financial guidance, support wealth management, and help clients make informed decisions. You will work closely with individuals or businesses to develop financial strategies tailored to their goals and risk profile. 💼 Key Responsibilities : 📊 Analyze financial data and develop strategic plans 🧾 Prepare budgets, forecasts, and reports 💰 Offer investment advice and financial planning services 📈 Assist clients with portfolio management and asset allocation 🏦 Guide clients through savings, insurance, retirement, and tax planning 📚 Stay updated on financial laws, regulations, and products 🤝 Build long-term relationships with clients and stakeholders 🛡️ Monitor financial risks and suggest mitigations

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Financial Advisor/Manager

Jadavpur, Kolkata/Calcutta

3.0 - 31.0 yrs

INR 1 - 7 Lacs

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Financial Advisor/Manager