Financial Advisor

2 days ago


Kanpur, India Max life insurance Full time

We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.

**Responsibilities**:
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, 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.

Building and maintaining your client base.

Managing and updating client portfolios.

**Requirements**:
Bachelor's degree in field.

**Job Type**: Part-time
Part-time hours: 12 per week

**Salary**: ₹10,000.00 - ₹20,000.00 per month

Schedule:

- Flexible shift

Supplemental Pay:

- Commission pay

**Speak with the employer**

+91-XXXXXXXXXX



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