0 - 4 years
0 Lacs
Posted:2 days ago|
Platform:
On-site
Full Time
We are looking for a Financial Advosor to join our team! If you love finance and investments and enjoy helping people to make the right investment decisions, you will love this position!
Responsibilities
Understand clients financial needsDetermine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk toleranceAnswer clients questions and address concernsGive advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goalsRegularly review clients bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.Manage and regularly update clients portfolios.
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-9355884396
Also Share Your CV -2583inst@gmail.com
RegardsHR Placement Team
DEVIKA STAFFING SOLUTION
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