Financial Advisor Duties & Responsibilities

• Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs.
• Client relationship development and management, including ongoing and regular client contact and communications.
• Client meeting preparation: review all required paperwork prior to meetings.
• Client service, including planning updates, portfolio changes and reviews, returns and new opportunity identification.
• Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management and portfolio management).

Qualification

• Minimum HS pass
• Freshers or experienced both can apply
• Self driven and Confident

Job Types: Full-time, Regular / Permanent, Fresher

Salary: ₹22,500.00 – ₹35,000.00 per month

Benefits:

• Life insurance

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus

Education:

• Higher Secondary(12th Pass) (Preferred)

Speak with the employer
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