Reputed Company jobs - Financial Advisor

Financial Advisor

Reputed Company
experience Fresher
salary Salary not disclosed
qualification
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Posted: 5 Months ago
Views: 12
Applications: 6
Openings: 1

Job Description

Its financial advisor job, anybody can apply above 30 yrs to 70 yrs age people, there is a training for 4 days, its free training, you can earn very easily. We are supporting you in all the way, you will get rewards.
Responsibilities:
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
Implementing financial plans or referring clients to professionals who can help them.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.

Job Particulars

Who can applyFreshers
Hiring Process Face to Face Interview
Employment TypePart Time
Job Id1722530
Locality Address Dasarahalli, Mathikere, New BEL Road , Sanjay Nagar , Yelahanka
StateKarnataka
Country India

About Company

Reputed Company
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