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Strategic Financial Planning Professional

1 month ago

Indore, Madhya Pradesh, India GoodVibes Placement Services Full time
About GoodVibes Placement Services

We are a renowned recruitment and outsourcing firm based in Indore, India.

Job Overview

We seek a dedicated Financial Advisor to join our team at GoodVibes Placement Services.

As a Financial Advisor, you will provide financial guidance and advice to clients, helping them make informed decisions about their financial future.

This is a full-time position based in Indore, Madhya Pradesh, India.

Qualifications and Skills Required
  • Excellent Communication Skills
  • Graduation Must
  • Freshers Required
  • Immediate Joiners preferred
  • Salary: ₹8,000 - ₹12,000 In Hand (per month)
  • Location: Indore, Madhya Pradesh, India
Roles and Responsibilities
  1. Conduct in-depth financial consultations with clients to understand their financial goals and objectives.
  2. Assess clients' financial situations and develop tailored financial plans to help them achieve their goals.
  3. Provide recommendations on investment strategies, saving plans, and insurance options.
  4. Monitor and review clients' financial plans on an ongoing basis and make necessary adjustments.
  5. Educate clients on various financial products and services.
  6. Build and maintain strong client relationships through regular communication and excellent customer service.
  7. Stay updated on market trends, economic conditions, and regulatory changes that may impact clients' financial plans.
  8. Collaborate with other professionals, such as lawyers and accountants, to provide comprehensive financial solutions.
  9. Meet sales targets and contribute to the overall growth of the company.