Financial Services Advisor

☞ Growthway Investments

Visualizza: 102

Giorno di aggiornamento: 23-04-2024

Località: Panipat Haryana

Categoria: Altra

Industria:

Tipo di lavoro: Full-time

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Contenuto del lavoro

We are looking for a Financial Advosor to join our team! If you love finance and investments and enjoy helping people to make the right investment decisions, you will love this position!

Qualification requirements:
- Bachelor’s/Masters degree in business, finance or related field.
- National/International Certifications.
- 1-2 years of experience as a Financial Advisor or similar role.
- Valid driver’s license.
- Extensive knowledge and exposure in Financial Markets.
- Proficient in Word, Excel, Outlook and PowerPoint.
- Sense of ownership and pride in your performance and its impact on company’s success.
- Critical thinker and problem-solving skills.
- Team player.
- Good time-management skills.
- Great interpersonal and communication skills.
- Happy & result oriented.

Roles & Responsibilities:
- Understand clients’ financial needs.
- Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance.
-Answer clients’ questions and address concerns.
- Suggest an investment plan that fits his/her requirements.
- Regularly analyse financial data for product modification and development.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Regularly update clients.
- Continuous communication with clients’ to stay up to date with their financial status.
- Building and maintaining your client base.
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Scadenza: 07-06-2024

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