Financial Advisor Job – Ring Road, Surat
| Annual Salary | ₹ 200000 - 300000 INR |
| Experience | 3 Years - Fresher |
| Location | Ring Road, 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