Financial advisor/Team Leader

As a Personal Financial Advisor, your role involves assessing the financial needs of individuals and assisting them in making decisions on investments, tax laws, and insurance. You will help clients in planning for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Your duties will include discussing finances and financial goals with clients, developing financial strategies, and reporting on financial progress. Additionally, you will be responsible for researching investment opportunities, meeting clients to understand their requirements, and devising financial plans that align with their goals. Key Responsibilities: - Assessing the financial needs of individuals and providing guidance on investments, tax laws, and insurance - Assisting clients in planning for short- and long-term financial goals - Discussing finances and financial goals with clients - Developing customized financial strategies for clients - Monitoring and reporting on financial progress to clients - Researching investment opportunities - Meeting clients to understand their financial requirements - Devising financial plans that align with clients' goals Qualifications Required: - Completion of the tenth standard - Minimum age requirement of 18 years - Certification by the IRDAI (Insurance Regulatory and Development Authority of India) - Successful completion of the IRDAI exam (if not already certified) - Provision period of three months post-exam completion - Opportunity for promotion upon meeting the provision period target In addition to the job specifics, the company offers the following benefits: - Flexible schedule - Life insurance - Provident Fund - Work from home option - Day shift schedule - Performance bonus This is a Full-time, Permanent position suitable for Fresher candidates. The work location is in person, and the expected start date is on 13/06/2025. As a Personal Financial Advisor, your role involves assessing the financial needs of individuals and assisting them in making decisions on investments, tax laws, and insurance. You will help clients in planning for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Your duties will include discussing finances and financial goals with clients, developing financial strategies, and reporting on financial progress. Additionally, you will be responsible for researching investment opportunities, meeting clients to understand their requirements, and devising financial plans that align with their goals. Key Responsibilities: - Assessing the financial needs of individuals and providing guidance on investments, tax laws, and insurance - Assisting clients in planning for short- and long-term financial goals - Discussing finances and financial goals with clients - Developing customized financial strategies for clients - Monitoring and reporting on financial progress to clients - Researching investment opportunities - Meeting clients to understand their financial requirements - Devising financial plans that align with clients' goals Qualifications Required: - Completion of the tenth standard - Minimum age requirement of 18 years - Certification by the IRDAI (Insurance Regulatory and Development Authority of India) - Successful completion of the IRDAI exam (if not already certified) - Provision period of three months post-exam completion - Opportunity for promotion upon meeting the provision period target In addition to the job specifics, the company offers the following benefits: - Flexible schedule - Life insurance - Provident Fund - Work from home option - Day shift schedule - Performance bonus This is a Full-time, Permanent position suitable for Fresher candidates. The work location is in person, and the expected start date is on 13/06/2025.