Required financial advisor for Kolkata office.
Fresher can also apply.
Age 18 - 50.
Gender -male or female
Qualifications - 10th to 12 PASS
Salary - 15000- 24000 per month
Responsibilities:
Assess clients' financial situations by gathering information about their income, assets, debts, and financial goals
Develop comprehensive financial plans based on clients' objectives and risk tolerance
Recommend suitable investment products and strategies to help clients reach their financial goals
Educate clients about various financial products, including stocks, bonds, mutual funds, and insurance policies
Monitor clients' investments and make adjustments as needed
Provide ongoing financial advice and guidance to clients
Stay updated on market trends, economic indicators, and regulatory changes
Maintain records of client interactions and transactions
Build and maintain strong relationships with clients to foster trust and loyalty
Adhere to industry regulations and ethical standards