Financial Advisor
2 weeks ago
Company Description
Vibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on analyzing needs and wants of an individual will give clarity on how every major and minor event can be planned well in advance.
Role Description
This is a full-time role with Vibhinna Ventures, located in Bengaluru, with flexibility for some remote work. As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients. Your day-to-day tasks may include analyzing clients' financial situations, developing personalized financial plans, recommending investment options, and monitoring portfolio performance. You will need to stay updated on market trends and regulations to ensure informed decision-making. Effective communication and strong interpersonal skills are essential to build trust and maintain long-term client relationships.
Qualifications
- Bachelor's degree in Finance, Economics, Business, or a related field
- Proven experience as a Financial Advisor, Investment Advisor, or similar role
- Strong knowledge of financial products, investment strategies, and financial planning principles
- Excellent analytical and problem-solving skills
- Ability to assess clients' risk tolerance and financial goals
- Excellent communication and interpersonal skills
- Proficiency in financial software and tools
- Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus
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