Investment Advisor

6 hours ago

Delhi Cantt, India BEEKAY TAXATION AND INVESTMENT LLP Full time

**Job Summary**
**Financial planners** work with individuals, families, and businesses to help these clients understand their **financial** circumstances and how to reach their short-term and long-term **financial** objectives. Prospecting, which is the process of finding new clients, is a substantial part of a **financial planner's job**.
**Responsibilities and Duties**
Prepare sound **financial** plans to ensure clients meet their goals. Advise clients on current **financial** issues and make recommendations. Generate new business and build relationships.
**Key Skills**
1. Communications and Interpersonal Skills, 2. Ability to Handle Stress and manage financial plans, 3.Analytical Skills for Problem Solving, 4.Organizational Skills and Attention to Details
**Required Experience and Qualifications**
Minimum : 1 Year
**Benefits**
Training, Mentoring, Incentives and appraisal

**Salary**: ₹25,000.00 - ₹35,000.00 per month

Schedule:

- Morning shift

Ability to commute/relocate:

- Delhi Cantt, South West - 110010, Delhi: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

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