Financial Service Consultant-Reputed Finance Industry-Bangalore, Bengaluru, Karnataka, India-4 Lakhs-Vandana
2 weeks ago
JOB DETAILS
1) Developing financial plans to help clients achieve their long-term and short-term financial goals.2) Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
3) Assessing how certain life changes and financial status changes affect clients' financial plans and adjusting such plans accordingly.
4) Traveling to clients' homes and places of business to consult with them.
5) Monitoring financial markets and economic conditions.
6) Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
7) Communicating with accountants, real estate agents, attorneys, and other professionals to verify information. Researching suitable investment opportunities for clients.
FUNCTIONAL AREA
Financial Planning, Financial Service Advisor, Financial Service Consultant, Financial Consulting, Financial Advisor, Financial Sales, Banking Sales, Financial Operations, Investment Advisor, Loan sales, Insurance sales, Financial Marketing, Jobs for Financial advisor, Jobs for Financial consultant, Jobs for Financial advisor in Bangalore, Sales jobs in Finance Industry, Finance placement agencies in Bangalore, Finance Recruitment agencies in Bangalore, Finance placement agencies in Karnataka, Finance Recruitment agencies in Karnataka, Finance placement agencies in India, Finance Recruitment agencies in India, placement consultancy in Bangalore, best placement consultancy in Bangalore, top placement consultancy in Bangalore, placement consultancy in India, best placement consultancy in India, top placement consultancy in India.
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