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Dream Business Solutions jobs - Financial Consultant

Financial Consultant

Dream Business Solutions

location

experience

Fresher

salary

15,000 - 40,000 Per Month

qualification

B.Com, 12th Pass (HSE)

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Posted: 2 Months ago

Views: 11

Applications: 9

Openings: 20

Job Description

Responsibilities:

Assessing and analyzing the client’s financial situation and identify shortfalls

Assisting clients to establish investment objectives

Presenting clients financial plan with short- and/or long-term goals

Meeting with the client regularly to assess if recent life changes will affect the financial plan

Providing advice and recommendation on a variety of investment solutions

Providing quality pre- and post-sales services

Building a client base and identify prospective clients

Cultivating relationships with existing and prospective clients

Skills:

Incredible math skills

Ability to connect with clients

Excellent attention to detail

Incredible analytical and problem solving abilities

Ability to accurately predict market trends

Deep knowledge of the financial industry and regulations

Deep knowledge of investing

Ability to analyze a client's financial situation

Job Particulars

Role Accountant

EducationB.Com, 12th Pass (HSE)

Who can applyFreshers

Hiring Process Face to Face Interview

Employment TypeFull Time

Job Id1697197

Job Category Finance & Accounting

Locality Address Rajajinagar

StateKarnataka

Country India

About Company

Dream Business Solutions

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