Financial Advisor

3 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

    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

    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...

  • Financial Advisor

    3 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

    2 weeks ago

    Delhi, Delhi, India Red Earth Education and Migration Agents Full time

    JD for Financial Advisor Position: Financial Advisor Location: Delhi Role Specific Responsibilities: Main Responsibilities - Set up client files and add client data to the financial planning software. - Prepare forms, documents, and templates. - Type up client questionnaires & portfolio reports. - Download and collate documents and other research. -...

  • Financial Advisor

    2 weeks ago

    New Delhi, India DPC Consultancy Full time

    Company Description We suggest you enter details here.Role Description This is a full-time on-site role for a Financial Advisor, located in Chunchura. The Financial Advisor will be responsible for providing clients with tailored financial advice, assisting them with financial planning, retirement planning, and investment strategies. This role includes...

  • Financial Advisor

    1 week ago

    New Delhi, India DPC Consultancy Full time

    Company DescriptionWe suggest you enter details here.Role Description This is a full-time on-site role for a Financial Advisor, located in Chunchura. The Financial Advisor will be responsible for providing clients with tailored financial advice, assisting them with financial planning, retirement planning, and investment strategies. This role includes...

  • Financial Advisor

    6 days ago

    Delhi, India Aditya Birla Capital Full time

    Job Description Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Financial Advisor located in Gwalior. The Financial Advisor will be responsible for creating tailored financial plans for clients, offering advice on investments, savings, and retirement planning. Day-to-day tasks include conducting...

  • Financial Advisor

    1 week ago

    New 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...