Financial Advisory

1 week ago


India 2coms Full time
Job Description
Profile Name: Financial Advisor
Location- Kandivali- Mumbai

Responsibilities:

· Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.

· Answering client questions about financial plans and strategies and giving financial advice.

· Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

· Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

· Analysing financial data received from clients to develop strategies for meeting clients' financial goals.

· Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

· Implementing financial plans or referring clients to professionals who can help them.

· Managing and updating client portfolios.

· Contacting clients periodically to discover changes in their financial status.

· Building and maintaining your client base.

· Respond to prospective customer queries about financial planning.

· Monitor client accounts &identify new opportunities.

Requirements and Skills:

· Bachelor's degree in business, finance, or related field.

· NISM Level 2 Certification.

· CFP designation preferred.

· Knowledge of mutual funds, securities, and insurance industries.

· Experience providing quality financial advice.

· Possess strong knowledge of the investment business and strong understanding of financial planning concepts.

· Proficient in Office 365 especially Excel and Powerpoint.

· Experience in CRM platforms (Zoho Preferred).

Leadership Qualities: Manager

· Be a team player.

· Head a team of highly skilled Financial Advisors.

· Overlook day to day operations.

· Liaise with various departments to create synergy.

· Brainstorm with the management for innovative ideas and implementation.

· Exceed targets to achieve company's long-term goals.

Leadership Qualities: Supervisor

· Be a team player.

· Supervise a team of highly skilled Financial Advisors.

· Ensure smooth functionality of day-to-day operations.

· Work closely with the Manager to achieve goals and objectives.

· Achieve individual and team targets for a better career growth.


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