(15h Left) Financial Advisor

3 days ago

Hooghly Howrah Kolkata, India Anipal Home Appliances Full time

Job Description Description We are seeking a motivated Financial Advisor to join our team in Kolkata. The ideal candidate will assist clients in making informed financial decisions and developing personalized financial plans. This role requires strong analytical skills and the ability to communicate effectively with clients. Responsibilities - Develop and maintain client relationships to provide financial advice and investment solutions. - Conduct comprehensive financial assessments to understand client needs and goals. - Create and implement tailored financial plans and investment strategies for clients. - Stay updated on financial markets, investment products, and regulations to provide informed advice. - Monitor client portfolios and make necessary adjustments to align with their financial objectives. - Educate clients on financial products and services, helping them make informed decisions. - Collaborate with other financial professionals to ensure holistic service delivery to clients. Skills and Qualifications - Bachelor's degree in Finance, Economics, Business Administration, or a related field. - Strong analytical and numerical skills to assess financial situations and create strategies. - Excellent communication and interpersonal skills for building relationships with clients. - Proficiency in financial software and tools, such as Excel and financial modeling applications. - Knowledge of investment products, financial markets, and regulations in India. - Ability to work independently as well as in a team environment. - Strong organizational skills and attention to detail.

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    Kolkata, West Bengal, India Panora Global Venture LLP Full time ₹ 96,000 - ₹ 3,00,000 per year

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    10 hours ago

    Kolkata, West Bengal, India Bajaj Allianz General Insurance Full time ₹ 1,34,000 - ₹ 6,42,000 per year

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