Financial Advisor Specialist

2 days ago

Delhi, Delhi, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000
About Our Financial Expert Role

Job Description:

We offer a fulfilling career as a financial advisor, where you will have the opportunity to make a meaningful impact on clients' lives by providing personalized financial solutions.

Key Responsibilities:

  • Develop in-depth understanding of our approach to effectively align client needs with tailored financial strategies.
  • Conduct thorough assessments of client profiles to design comprehensive financial plans based on their goals, risk appetite, and financial position.
  • Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy.
  • Verify, cross-check, and validate all financial plans to ensure they are realistic, compliant, and meet internal quality standards.
  • Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.
  • Create and deliver timely reminders and communications to encourage clients to take recommended financial actions.
  • Maintain compliance with regulatory and safety requirements while ensuring adherence to internal quality standards.
Required Skills and Qualifications:
  • Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights.
  • Focused professional with a collaborative mindset, achieving results through teamwork and client-centric execution.
  • Structured and methodical approach to thinking and execution with strong attention to detail.
  • Adaptable and comfortable working in agile environments with shifting priorities.

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