UDAY FINANCIAL SERVICES

Company Description We suggest you enter details here. Role Description This is a full-time, on-site role for a Financial Advisor located in Warangal. The Financial Advisor will be responsible for providing clients with sound financial advice, developing personalized financial plans, managing investment portfolios, and assisting clients with retirement planning. The role involves analyzing clients' financial status, identifying their financial goals, and recommending appropriate financial services, products, and strategies to meet their needs. Qualifications Expertise in Financial Planning and Finance Knowledge and experience in Retirement Planning and Investments Proficient in Financial Advisory techniques and strategies Strong analytical skills and attention to detail Excellent communication and interpersonal skills Ability to build and maintain client relationships effectively Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are an advantage Bachelor’s degree in Finance, Economics, or a related field