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Required Financial Consultant - Chennai

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by Freshersworld
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Job Specifications
Employment Type Part time jobs
Job Description
We provide work from home job opportunities for degree holders age above 35 years, Retired, VRS, House wife. Office at Tambaram. We sell insurance products. Earn pride income, Flexible timing, Rewards & Recognitions, Comprehensive Training.&

Responsibilities:
Conduct financial needs assessments for clients
Develop and implement customized financial plans
Offer investment advice and recommendations
Monitor clients ' financial status and progress
Keep clients informed about changes in the market
Help clients manage risks and make informed decisions
Maintain up-to-date knowledge of financial products and regulations
Prepare financial reports and documents
Provide tax planning advice
Build and maintain long-term client relationships

Skills:
Financial Analysis
Investment Strategies
Risk Management
Tax Planning
Portfolio Management
Client Relationship Management
Regulatory Compliance
Financial Planning Software
Microsoft Excel
Market Research

Job Profile : Financial Consultant
Industry : bsc-bca-bbm, Walkin, part-time, finance, work-from-home
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About Employer
Freshersworld (Registered since June-2017)
LEADING LIFE INSURANCE COLTD
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