Investment Advisor

2 weeks ago

Pune, India Investment Clinic Full time

**Description**

Investment Clinic is India's leading chain of investment clinics providing financial consultations, advisory and investment services for all types of financial and investment products. With the objective of expansion its presence across, we are looking for dynamic and ambitious individuals to join us in this journey and build their careers. We offer flexible working hours and location preferences that helps employees to have work life balance as well as to grow in their careers.

Please reach us on 9967918427 if you are ready to take the challenge

We are looking for a knowledgeable Consultant to give solid advice in field of Insurance, Mutual Funds. You will be responsible for analyzing a situation and providing a fresh perspective. You will discover the most suitable solutions whether it is proposing a new IT system or implementing a full strategic plan. A great consultant is an expert in matters concerning their field. They have an excellent skill in identifying the cause of problems and presenting their solutions in a comprehensive and detailed manner. The goal is to help our business be more functional and successful.

**Responsibilities**
- Meeting with clients.
- Offering specialized financial guidance and advice.
- Completing financial needs analyses.
- Creating and explaining customized plans.
- Utilizing knowledge of tax investment strategies.
- Assessing clients' financial portfolios.
- Analyzing clients' risk. -Encouraging clients to invest in the future.

**Requirements**:

- Proven experience as consultant
- Strong verbal and written communication skills.
- A professional appearance.
- On-going training in the latest products and benefits.
- Attendance at product launches and seminars.
- Compliance according to state regulations and policies.
- Thorough knowledge of field of expertise and willingness to keep abreast of advancements
- Knowledge of data analysis and research techniques
- Knowledge of business software and IT systems
- Ability to develop detailed proposals and plans
- Excellent organizational and coordination skills
- Analytical and creative
- A great listener with ability to communicate with people of diverse disciplines
- Certification in consulting or field of expertise is an advantage

**Benefits**

We are looking for Insurance and Financial Consultants who can provide consultancy services to our clients

**Job Types**: Full-time, Part-time, Regular / Permanent, Fresher, Internship, Contractual / Temporary, Freelance, Volunteer
Part-time hours: 10 per week

**Salary**: ₹100,000.00 - ₹500,000.00 per year

**Benefits**:

- Health insurance
- Work from home

Schedule:

- Flexible shift
- Rotational shift

Supplemental pay types:

- Commission pay

COVID-19 considerations:
Mask is mandatory

Ability to commute/relocate:

- Kalyan, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 9967918427
Expected Start Date: 01/02/2023

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