Financial Advisor

4 days ago

Hubli, Karnataka, India Shri Durga Developers and Promoters Full time ₹ 5,00,000 - ₹ 25,00,000 per year

Key responsibilities

  • Client assessment: Conduct a thorough evaluation of a client's financial health, including income, expenses, assets, and liabilities.
  • Goal setting: Collaborate with clients to define and set clear financial objectives, such as saving for retirement, education, or purchasing a home.
  • Strategy development: Analyze market performance and client data to develop tailored strategies for investments, savings, and debt management.
  • Financial planning: Prepare detailed financial plans that may include investment, insurance, tax, and estate planning components.
  • Portfolio management: Monitor client portfolios and execute trades or transfers as needed, while ensuring compliance with all regulations.
  • Client relationship management: Build and maintain strong, long-term relationships with clients through regular communication and service.
  • Market research: Stay current on financial markets, trends, and regulations to provide up-to-date advice.
  • Reporting: Prepare financial documents, such as income projections and investment performance reports, for clients.

Required skills and qualifications

  • Analytical skills: Ability to analyze complex financial data and interpret market trends.
  • Communication skills: Excellent verbal and written communication to clearly explain financial information to clients.
  • Interpersonal skills: Strong ability to build rapport and trust with clients.
  • Time management: Skills to manage multiple client accounts and deadlines effectively.
  • Financial knowledge: Deep understanding of financial products, services, and regulations.
  • Professionalism: High ethical standards and the ability to maintain client confidentiality.

Job Type: Full-time

Work Location: In person

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