Required Financial Advisor - Bangalore

Negotiable

by Freshersworld
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Job Specifications

Employment Type Part time jobs

Job Description

A Leading Financial Services Organization 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 .