Financial Advisor

1 week ago

Mumbai Maharashtra, India MentorBeep Full time

Continuous interaction with investors over phone. This will help advisor to build strong relationship with investors.
- Providing regular updates about new schemes, products, new issues, dividends, public issues or any changes in market conditions.
- Common job duties include interviewing clients, analyzing financial information, recommending financial plans and monitoring outcomes.
- These duties require strong analytical skills and a desire to work with people, as well as excellent communication and interpersonal skills to work in this people-oriented business.
- A persuasive and articulate communication style is helpful.
- The ability to use databases and conduct financial research, in addition to excellent math skills, are necessary for success in the industry.
- **Responsibilities**:

- A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions.
- A financial adviser provides specialist advice to clients on managing their money in the most profitable and secure way. Clients can be commercial enterprises, institutional groups / societies or private individuals.
- A financial adviser is essentially an intermediary or agent between providers of financial products and services on the one hand and customers on the other.
- They need good communication and interpersonal skills in addition to financial knowledge. A bachelor's degree is usually required, preferably in finance or a related field.

**Job Types**: Full-time, Permanent

Pay: ₹15,000.00 - ₹20,000.00 per month

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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