Financial Advisor

5 months ago

Mumbai, India Ten Quints Financial Advisors Pvt Ltd Full time

**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).

**Salary**: From ₹30,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Application Question(s):

- Do you have a Bachelor's Degree in business, finance, or related fields?

**Experience**:

- Financial planning: 2 years (required)

License/Certification:

- Do you have a CFP or NISM Level 2 (XA-XB) Certification? (required)

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