Financial Planning Advisor

  • icon job experience 0 - 6 Years
  • icon job opening 2 Openings
  • icon salary 2.0-3.0 Lac/Yr
  • icon job location Kolkata
  • Face-to-Face interview Face-to-Face interview

Job Description

**Job Opportunity: Financial Advisor**

**Company:** Finance Division of Tata Group

**Job Description:**

We are looking for dynamic and driven individuals to join our team as Financial Advisors. As a Financial Advisor, you will be responsible for providing expert financial advice and consultancy to prospective consumers, helping them achieve higher returns on their investments. You will play a crucial role in guiding clients towards sound financial decisions, ensuring their financial security and growth.

**Candidate Eligibility:**

- Age Bar: 25 to 65

- Gender: Male/Female

- Area: Kolkata (Candidates residing in or willing to work in Kolkata)

- Occupation: We welcome candidates from various professional backgrounds, including:

- Housewives

- Retired individuals

- Businesspersons

- Servicemen and women

**Job Timing:**

You have the flexibility to choose between full-time and part-time work options, enabling you to balance your professional and personal commitments effectively.

**Qualification:**

To be considered for the position of Financial Advisor, you should meet the following educational requirements:

- Minimum Higher Secondary qualification for candidates with relevant experience and a strong interest in finance.

- Graduates from any discipline are encouraged to apply.

**Key Responsibilities:**

- Assessing clients' financial situations and goals.

- Providing personalized financial advice and investment strategies.

- Educating clients on various investment opportunities and risks.

- Monitoring and managing clients' investment portfolios.

- Staying up-to-date with financial market trends and regulations.

- Building long-term relationships with clients based on trust and integrity.

**Skills and Attributes:**

- Strong communication and interpersonal skills.

- Analytical mindset and a passion for finance.

- Ability to understand clients' needs and tailor financial solutions accordingly.

- Ethical and trustworthy approach towards financial planning.
  • Experience

    0 - 6 Years

  • No. of Openings

    2

  • Education

    Higher Secondary

  • Role

    Financial Planner

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Part Time

  • Work Location Type

    Work from Office

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