Financial Advisor

1 day ago


Edapally Kochi Kerala, India 360Medicare Full time

Key Requirements:

- Bachelor’s degree in finance, economics, or a related field; certification as a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar is a plus.
- Proven experience in banking, wealth management, or financial advisory services.
- Strong knowledge of investment products, including mutual funds, PMS, insurance, and other financial instruments.
- Excellent communication, negotiation, and interpersonal skills.
- Strong analytical and problem-solving abilities to guide clients in complex financial planning.
- Financial Planning and Analysis
- Conduct in-depth financial analysis for clients to determine their current financial standing and future needs.
- Create tailored financial plans, focusing on retirement planning, education funding, tax strategies, and other financial goals.
- Monitor client portfolios, providing updates and making necessary adjustments based on market trends and economic conditions.

Compliance and Documentation
- Ensure all client transactions are compliant with regulatory standards and internal policies.
- Maintain accurate records of client interactions, transactions, and financial plans.
- Keep abreast of the latest regulatory requirements and product updates.

Market Research and Product Knowledge
- Stay updated with market trends, economic indicators, and new investment products.

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

Pay: ₹11,724.37 - ₹51,551.78 per month

**Benefits**:

- Cell phone reimbursement
- Internet reimbursement

Schedule:

- Day shift
- UK shift

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

**Speak with the employer**
+91 8714962888


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