Job Description
1- Advising clients on their financial goals, including investment strategies, insurance needs, and retirement planning.2- Meeting with clients to understand their financial goals, risk tolerance, current financial situation (assets, debts, income), and investment knowledge. 3- Recommending suitable investment products, insurance solutions, and other financial services based on client needs and goals.
Experience
0 - 1 Years
No. of Openings
30
Education
Higher Secondary, B.C.A, B.Com, BDS, Any Bachelor Degree
Role
Finance Advisor
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
2nd floor, Aditya Birla Capital, Urbanac Business Park ,Vibhuti Khand, Gomtinaga...