Financial Advisor

3 weeks ago


Vesu Surat Gujarat, India Telios Tax Solutions & Business Management Private Limited Full time

Position: Financial Advisor

Company : Telios Tax Solutions & Business Management Private Limited

Job Location: Surat

**Job Description**:

- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, values and other professionals

Experience: 2 - 5 years

Skills: Good Communication skills, ready to achieve business targets

Pay: ₹20,000.00 - ₹50,000.00 per month

**Experience**:

- financial advisor: 1 year (required)

Work Location: In person

**Speak with the employer**
+91 7042775472


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