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Financial Advisor

1 week ago

Surat, India Haardik Nayak Financial Products Distribution Pvt. Ltd. Full time

Primary Role

To provide financial advice and guidance to clients on various aspects of personal or business finance. This includes analysing client's financial status, goals and investment preferences, developing and implementing comprehensive financial plans, advising clients on investment strategies and risks managements, and monitoring clients investments to adjust the investment strategy as needed.

Secondary Role

Advising clients on retirements planning, including estimating retirement income needs and developing a plan to achieve those goals.

-Recommending investments such as Mutual Funds, Portfolio Management. Insurance products such as Life insurance, Health insurance & motor insurance.

-Educating clients on financial literacy and investment best practices. Networking and building relationships with potential clients to expand the client base.

-Maintaining accurate records of all client interaction and financial transaction. Keeping upto-date with changes in financial laws, regulation, and investment products.

Skills Required

Must have financial Knowledge

Should be confident and self-motivated

Having an excellent sales skill

Must have strong communication skills

With good presentation skills