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2.0 - 6.0 years
0 Lacs
karnataka
On-site
As a Financial Advisor and Life Advisor, your primary responsibility will be to provide financial guidance and advice to clients in order to help them achieve their financial goals. You will be required to analyze clients" financial situations, understand their needs and objectives, and recommend appropriate investment strategies, insurance products, and other financial services. Your role will involve building and maintaining relationships with clients, understanding their risk tolerance, investment preferences, and financial goals, and developing customized financial plans to meet their individual needs. You will also be responsible for monitoring and reviewing clients" financial portfolio...
Posted 1 month ago
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