Required Financial Advisor - Bangalore

Negotiable

by Freshersworld
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Job Specifications

Employment Type Part time jobs

Job Description

A Leading insurance company is providing opportunities to& 1. Retired persons& 2. House Wives 3. Business professional& 4. salaried people looking for additional income&
This part time role of Financial Advisor is a great opportunity to earn additional income as well as Awards, Rewards and Recognition.
Interested Candidates please call

Position Overview:

We are looking for a& Financial Advisor & to provide financial guidance to clients, helping them make informed investment, insurance, and savings decisions. The ideal candidate should have& strong analytical skills, financial knowledge, and excellent communication abilities & to assess client needs and recommend suitable financial products.

Key Responsibilities:

1. Client Consultation & Financial Planning:

Assess clients '& financial goals, risk tolerance, and investment needs .
Provide& tailored financial plans & that include investment strategies, insurance, and savings options.
Educate clients about& market trends, taxation, and financial risks .

2. Investment & Wealth Management:

Recommend and manage& investment portfolios & in stocks, bonds, mutual funds, and other financial instruments.
Monitor& financial markets & and advise clients on& adjusting their investment strategies .
Ensure clients ' financial plans align with& long-term wealth-building goals .

3. Insurance & Retirement Planning:

Advise on& life insurance, health insurance, and retirement plans .
Help clients& secure their financial future through risk management solutions .
Provide insights on& pension funds, annuities, and estate planning .

4. Business Development & Client Acquisition:

Identify and reach out to& potential clients & through networking, referrals, and cold calls.
Build and maintain& long-term relationships with existing and new clients .
Stay updated on& financial products, services, and regulatory changes .