Investment Advisor
6 days ago
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 the 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
*Speak with the employer* +91 8527205588
**Salary**: ₹16,088.00 - ₹30,000.00 per month
Schedule:
- Day shift
**Speak with the employer**
+91 8527205588
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