Financial Advisor

1 week ago

Calicut RS Post Office Calicut Kerala, India IQUE VENTURES Full time ₹ 1,20,000 - ₹ 2,40,000 per year
  • Develop and maintain relationships with clients to understand their financial goals, risk tolerance, and long-term objectives.
  • Conduct detailed financial analyses to assess clients' current financial status and future needs.
  • Create and present customized financial plans and investment strategies.
  • Recommend suitable financial products such as mutual funds, insurance policies, retirement plans, and other investment options.
  • Monitor clients' portfolios and provide ongoing advice and adjustments based on market trends and life changes.
  • Stay updated on market trends, investment products, tax laws, and regulations.
  • Achieve individual and team sales/revenue targets.
  • Ensure compliance with all financial regulations and company policies.
  • Conduct regular portfolio reviews and follow up with clients to ensure satisfaction and performance alignment.
  • Maintain accurate client records and prepare reports as required.

Certification such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or similar preferred.

Candidates have CA,CMA,ACCA are welcome.

0-1 years of experience preferred.

Job Types: Full-time, Permanent, Fresher

Pay: ₹15, ₹20,000.00 per month

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