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...