Senior Financial Consultant

2 weeks ago


Indore, Madhya Pradesh, India GoodVibes Placement Services Full time

 

About the Role

We are seeking a skilled Financial Advisor to join our team at GoodVibes Placement Services. As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients, helping them make informed decisions about their financial future.

Key Responsibilities

  • Conduct in-depth financial consultations with clients to understand their financial goals and objectives
  • Assess clients' financial situations and develop tailored financial plans to help them achieve their goals
  • Provide recommendations on investment strategies, saving plans, and insurance options
  • Monitor and review clients' financial plans on an ongoing basis and make necessary adjustments
  • Educate clients on various financial products and services
  • Build and maintain strong client relationships through regular communication and excellent customer service
  • Stay updated on market trends, economic conditions, and regulatory changes that may impact clients' financial plans
  • Collaborate with other professionals, such as lawyers and accountants, to provide comprehensive financial solutions
  • Meet sales targets and contribute to the overall growth of the company

Requirements and Qualifications

  • Excellent Communication Skills
  • Graduation Must
  • Freshers Required
  • Immediate Joiners preferred
  • Salary - 8K To 12K In Hand
  • Location- Indore


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