What are we looking for / Job Description
We are looking for Financial Advisors to join our team. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from NISM, CFP, CFA etc or have done professional courses in finance then you will love this position.
Key Responsibilities
Understand Clients’ financial needs
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals
Prepare Financial plans for clients and present them
Meeting Business Targets and Client Retention goals.
Answer clients’ questions, address concerns and resolve them as per SLAs
Regularly review clients’ portfolio and have continuous engagement
Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
Continuous communication with clients’ to stay up to date with their financial status
Building and maintaining your client base.
Qualifications required
Bachelor’s degree in business, finance or related field.
Knowledge of Financial & Securities market and Insurance
2-3 years of experience as a Financial Advisor / Client Relationship manager or similar role
Certification Financial Domain like CFP, CFA, NISM certification will be added advantage
Proficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etc
Critical thinker and problem-solving skills
Good time-management skills
Great interpersonal and communication skills, written and spoken English is must.
Team player
1 - 2 Years
2 Openings
1.5-3.0 Lac/Yr
Face-to-Face interview
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