Job Description

Description

We are seeking a knowledgeable and client-focused Financial Advisor to join our team in India. The ideal candidate will have 2-12 years of experience in financial planning and investment advisory services, demonstrating a proven track record of helping clients achieve their financial goals.

Responsibilities

Conduct financial assessments and develop personalized financial plans for clients.
Provide investment advice and recommendations based on market trends and client goals.
Monitor and review client portfolios, making adjustments as necessary to meet financial objectives.
Educate clients on financial products and services, including retirement planning, insurance, and tax strategies.
Build and maintain strong relationships with clients to ensure trust and satisfaction.
Stay updated on financial regulations and changes in the market that may affect clients.

For More Info Call and whats app Reena - 8929999306

Spotlight

Office gym, Office cab/shuttle, WFH setup, Free meal, Career break/sabbatical, Annual leaves, Course reimbursements, Professional degree assistance, Joining bonus, Performance bonus, Mobile bill reimbursements, Car lease, Retirement benefits, Health & insurance