X insurance jobs - Financial Advisor

Financial Advisor

X insurance
experience Fresher
salary 15,000 - 50,000 Per Month
qualification
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Posted: 15 Days ago
Views: 4
Applications: 0
Openings: 1

Job Description

This Insurance job is for housewives, government vrs people, rmp, doctor, real estate brokers, Dsa, pvt employees, medical and health insurance advisors, and finical brokers.

Responsibilities:
Assess clients' financial status and needs.
Develop personalized financial plans and strategies.
Recommend appropriate financial products and services.
Monitor clients' portfolios and adjust plans as necessary.
Maintain compliance with industry regulations and standards.
Build and maintain strong client relationships.
Stay updated with market trends and economic developments.
Conduct regular reviews and updates of clients' financial plans.

Skills:
In-depth knowledge of financial products and market trends.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
High ethical standards and professionalism.
Ability to build and maintain long-term client relationships.
Financial Planning
Investment Strategies
Risk Assessment
Client Relationship Management
Regulatory Compliance
Market Analysis
Portfolio Management
Wealth Management

Job Particulars

Role 
Who can applyFreshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id1754382
Job Category Others
Locality Address Vijayawada-Others
StateAndhra Pradesh
Country India

About Company

X insurance
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