Financial Advisor

Description

We are seeking a dedicated and motivated Financial Advisor to join our team in India. This role is ideal for freshers/entry-level candidates who are eager to develop their careers in the financial services industry and assist clients in achieving their financial goals.

Responsibilities

• Conduct financial needs analysis for clients to determine their goals and objectives.
• Develop and implement comprehensive financial plans tailored to clients' needs.
• Provide investment advice and portfolio management services.
• Educate clients on financial products and services.
• Monitor clients' investment performance and make adjustments as necessary.
• Build and maintain strong client relationships through regular communication and follow-ups.
• Stay updated on market trends, economic news, and changes in financial regulations.

Skills and Qualificatio...