Financial Advisor

3 weeks ago

Bengaluru, India Geojit Full time

Company Description

Geojit is one of India's leading investment services companies, with a significant presence in the Gulf Cooperation Council (GCC) countries. Serving over one million clients through a network of more than 500 offices, Geojit offers a comprehensive range of investment solutions including equity and currency derivatives, portfolio management, Smartfolios, and more. We leverage expertise and innovation to provide seamless investment experiences via advanced digital platforms and dedicated customer support. Our services ensure convenience and reliability whether you invest through our branches, online portal, or mobile app, backed by expert insights and a client-first approach.

Role Description

This is a full-time on-site role for a Financial Advisor based in Bengaluru. The Financial Advisor will be responsible for providing expert financial advice to clients, helping them achieve their investment and financial planning goals. Day-to-day tasks will include analyzing financial data, developing tailored financial plans, offering advice on investments and retirement planning, and maintaining strong client relationships. The role also involves staying updated on market trends and ensuring clients' portfolios are managed effectively.

Qualifications

  • Experience in Financial Planning and Retirement Planning
  • Proficiency in Finance and Investments
  • Strong Financial Advisory skills
  • Excellent analytical and problem-solving abilities
  • Effective communication and interpersonal skills
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Professional certifications such as CFP, CFA, or equivalent are a plus
  • Knowledge of market trends and regulatory requirements

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