FINANCIAL ADVISOR

TestHiring

Job Location:

Pune - India

Monthly Salary: INR 20000 - 50000

Posted on: 15 days ago

Vacancies: 1 Vacancy

Job Summary

Develop and maintain long-term client relationships.

Conduct financial needs analysis and assess risk tolerance.

Recommend suitable investment insurance and wealth management solutions.

Create personalized financial plans covering savings investments retirement and estate planning.

Monitor client portfolios and provide performance updates.

Stay updated on financial products market trends tax laws and regulatory requirements.

Educate clients about mutual funds stocks bonds fixed deposits and other investment options.

Generate new business through referrals networking and seminars.

Collaborate with tax and legal specialists to provide comprehensive solutions.

Ensure compliance with regulatory and ethical standards.

Prepare and present financial reports and recommendations to clients.

Requirements

Bachelors Degree.
Minimum Age: 30 years.
Strong communication and interpersonal skills.
Interest in financial planning investments and insurance advisory.
Ability to build and maintain client relationships.
Knowledge of financial products and wealth management concepts is beneficial.
Self-motivated and goal-oriented mindset.
Ability to work on a commission-based model.

Required Skills:

Bachelors Degree. Minimum Age: 30 years. Strong communication and interpersonal skills. Interest in financial planning investments and insurance advisory. Ability to build and maintain client relationships. Knowledge of financial products and wealth management concepts is beneficial. Self-motivated and goal-oriented mindset. Ability to work on a commission-based model.

Develop and maintain long-term client relationships.Conduct financial needs analysis and assess risk tolerance.Recommend suitable investment insurance and wealth management solutions.Create personalized financial plans covering savings investments retirement and estate planning.Monitor client portfo...