0 - 4 years
0 Lacs
Posted:2 days ago|
Platform:
On-site
Full Time
We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
Responsibilities
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.Implementing financial plans or referring clients to professionals who can help them.Managing and updating client portfolios.Contacting clients regularly to discover changes in their financial status.Building and maintaining your client base.
Other Details
Salary-49,000/- to 65,000/-Required Experience-0 To 4 YearsMinimum Age-18
Requirements
Qualification Required-Bachelors degree (or equivalent) in finance or related fieldCA,All GraduateWork Department-Financial Advisor Work Industry-IT,Automation,Banking,Finance,Education,Telecom,Skills-Outstanding communication, reporting, and presentation skills
for more clarification contact to this number-7428595632
Also Share Your CV -2583inst@gmail.com
RegardsHR Placement Team
DEVIKA STAFFING SOLUTION
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