Job Description

We are looking for a

confident and smart Financial Advisor

who can provide clients with expert financial guidance, investment advice, and tailored solutions to meet their short-term and long-term financial goals. The candidate will play a key role in analyzing client needs, recommending suitable products, and building trusted relationships.

Key Responsibilities:

Provide

financial planning and advisory services

to clients. Assess client's financial situation, risk profile, and investment goals. Recommend appropriate

investment, insurance, tax-saving, and retirement plans

. Educate clients on

financial products, market trends, and opportunities

. Maintain strong client relationships and ensure customer satisfaction. Prepare financial reports, proposals, and regular portfolio reviews. Achieve sales and advisory targets as per company guidelines.

Required Skills:

Strong knowledge of

finance, investments, insurance, and tax planning

. Good communication and interpersonal skills. Analytical thinking with problem-solving ability. Confidence in

client interaction and presentation

. Basic computer and MS Office knowledge.

Qualifications:

Bachelor's degree in Finance, Commerce, Economics, Business Administration, or related field. Professional certifications (CFP, NISM, IRDA, AMFI) will be an added advantage.

Benefits:

Competitive salary with

performance-based incentives

. Career growth in

banking/financial services sector

. Training & mentorship for freshers. Food & accommodation support (if provided by company).
Job Types: Permanent, Fresher

Pay: ?10,000.00 - ?12,000.00 per month

Work Location: In person

Speak with the employer

+91 8921612239