NMIMS MUMBAI

1 Job openings at NMIMS MUMBAI
Financial Advisor patna,bihar 3 - 7 years INR Not disclosed On-site Full Time

As a Financial Advisor at our company located in Patna, your role will involve providing clients with financial planning services, advising them on retirement planning, and managing investments. You will be responsible for analyzing clients" financial situations, recommending financial action plans, and assisting clients in making informed financial decisions. It is essential for you to stay updated with financial markets and trends to offer the best guidance to clients. Key Responsibilities: - Provide financial planning services to clients - Advise clients on retirement planning - Manage investments for clients - Analyze clients" financial situations - Recommend financial action plans - Assist clients in making informed financial decisions - Stay updated with financial markets and trends Qualifications: - Proficiency in Financial Planning and Finance skills - Experience in Retirement Planning and Investments - Strong Financial Advisory skills - Excellent analytical and problem-solving abilities - Strong communication and interpersonal skills - Bachelor's degree in Finance, Economics, Business, or related field - Certifications such as CFP (Certified Financial Planner) are a plus - Experience in client relationship management If you have any additional details about the company in the job description, kindly provide them for a more comprehensive job description.,