Financial Advisor Job – Ring Road, Surat

Annual Salary ₹ 200000 - 300000 INR
Experience 3 Years - Fresher
Location , Surat, 395002
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Additional Details

Designation Financial Advisor
Function Area Other
Industry Consulting Firm
Job Type Full-time | 10am-7pm
Benefits Bonus
Posted On September 28, 2021
Company NA
Educational Computer Graduate
Desired Skills Analytical Skills, Clients Service, Good Communication Skills, Handling Clients,
Qualifications Graduate
Responsibilities Explain the types of financial services they provide to potential clients Educate clients and answer questions about investment options and potential risks Recommend investments to clients or select investments on their behalf

Job Description

Meet with clients in person to discuss their financial goals
Explain the types of financial services they provide to potential clients
Educate clients and answer questions about investment options and potential risks
Recommend investments to clients or select investments on their behalf
Help clients plan for specific circumstances, such as education expenses or retirement
Monitor clients’ accounts and determine if changes are needed to improve the performance or to accommodate life changes, such as getting married or having children
Research investment opportunities
Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor
Ability to analyse market’s financial data and to provide appropriate data-based advice
Strong communication, negotiation and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge and ability to operate database systems