Financial Advisor

2 days ago

Delhi, India Red Earth Migration Full time

**Financial Advisor responsibilities and duties**
- Execute the vision of the company by providing financial planning, insurance and investment services to clients
- Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan
- Work with support staff to establish client records and update their files
- Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances
- Act as liaison to insurance providers and other financial professionals

**Financial Advisor qualifications and skills**
- Bachelor’s Degree in Finance, Accounting or related field
- 3+ years' experience in a financial planning role
- Strong ability to analyze market’s financial data and provide adequate financial advice
- Banking and insurance experience will be preferred
- Exceptional communication, presentation and negotiation skills
- Proficiency with Microsoft Office and accounting software

**Salary**: ₹20,000.00 - ₹30,000.00 per month

Schedule:

- Day shift

**Speak with the employer**

+91 8527205588

  • Financial Advisor

    4 weeks ago

    delhi, India FutureSecure Advisors Full time

    We’re Hiring! – Financial Advisors (Delhi Only) Join FutureSecure Advisors and work with India’s top financial brands like Axis Max Life Insurance, Bajaj Allianz, LIC, Tata AIA, and Shriram Finance! Who We’re Looking For: Motivated individuals from Delhi who want to build a rewarding career in financial services, help people plan their future, and...

  • Financial Advisor

    4 days ago

    Delhi, India Wealth Pyramid Full time

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Financial Advisor, based in Chandigarh. The Financial Advisor will work closely with clients to assess their financial needs, develop customized financial plans, provide advice on investments, retirement planning, and other financial matters....

  • Financial Advisor

    3 weeks ago

    Delhi, India FutureSecure Advisors Full time

    We’re Hiring! – Financial Advisors (Delhi Only)Join FutureSecure Advisors and work with India’s top financial brands like Axis Max Life Insurance, Bajaj Allianz, LIC, Tata AIA, and Shriram Finance!Who We’re Looking For:Motivated individuals from Delhi who want to build a rewarding career in financial services, help people plan their future, and earn...

  • Financial Advisor

    1 week ago

    Delhi, Delhi, India kotak life Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Financial Advisor, located in Delhi, India. The Financial Advisor will be responsible for providing financial planning advice to clients, assisting with investment strategies, retirement planning, and overall financial advisory. They will meet with...

  • Financial Advisor

    3 weeks ago

    Delhi, India FutureSecure Advisors Full time

    💼 We’re Hiring! – Financial Advisors (Delhi Only)🌟 Join FutureSecure Advisors and work with India’s top financial brands like Axis Max Life Insurance, Bajaj Allianz, LIC, Tata AIA, and Shriram Finance!🔍 Who We’re Looking For:Motivated individuals from Delhi who want to build a rewarding career in financial services, help people plan their...

  • Financial Advisor

    2 weeks ago

    Delhi, India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...

  • Financial Advisor

    2 weeks ago

    Delhi, India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...

  • Financial Advisor

    2 weeks ago

    Delhi, India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...

  • Financial Advisor

    3 weeks ago

    New Delhi, India FutureSecure Advisors Full time

    We’re Hiring! – Financial Advisors (Delhi Only)Join FutureSecure Advisors and work with India’s top financial brands like Axis Max Life Insurance, Bajaj Allianz, LIC, Tata AIA, and Shriram Finance!Who We’re Looking For:Motivated individuals from Delhi who want to build a rewarding career in financial services, help people plan their future, and earn...

  • Financial Advisor

    3 hours ago

    Delhi, India Corenza Full time

    Roles & Responsibilities:Coordinating new client onboarding process with the back office teamData gathering and Financial plan creation within agreed TAT and as per process checklistsPresentation of draft and final plansPortfolio reviews and recommendationsPresentation of portfolio reviews and investment recommendations/exits to clients within agreed...