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Accountant Jobs - Mumbai - Emposys

Financial Consultant

Emposys
experience-icon 0 Years
salary-icon 18000 - 22000 Monthly
Expired

Posted: 08 Aug 16

Job Description

  • Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
  • Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
  • Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
  • Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
  • Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
  • Provides financial management information by preparing financial status analyses and reports.
  • Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
  • Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Job Timings: 9:30am-6:30pm

Job Particulars

Education B.Com, B.Pharm, BA, BBA/BBM, BCA, BEd, BHM, BSc
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id218604
Job Category Finance
Locality Address Alibaug , Andheri East , Andheri West , Bandra East , Bandra West , Bhandup , Bhayandar , Borivali East , Borivali West , Breach Candy , Byculla , Chandivali , Charni Road , Chembur , Chowpatty , Churchgate , Dadar East , Dadar West , Dahisar , Dombivali , Ghatkopar East , Ghatkopar West , Girgaum , Gorai , Goregaon East , Goregaon West , Grant Road , Jogeshwari , Juhu , Kalbadevi , Kalwa , Kalyan , Kandivali East , Kandivali West , Kemps Corner , Khar , Khopat , Kurla , Lower Parel , Mahabaleshwar , Mahakali , Mahim , Malabar Hill , Malad East , Malad West , Manpada , Marol , Marve , Matheran , Matunga, Mira Road , Mulund East , Mulund West , Naupada , Panch Pakhadi , Parel , Powai , Prabhadevi , Sakinaka , Santacruz East , Santacruz West , Seawoods , Sion , Tardeo , Thane, Ulhasnagar , Vasai , Vashi , Vikhroli , Vile Parle East , Vile Parle West , Wadala , Worli , Mumbai-Others
Country India

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