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Financial Adviser Jobs Opening in Financial services company at Ashok Nagar, Banashankari, Bannerghatta Road, Bangalore

Financial Adviser

Financial services company
experience-icon 3+ Years
salary-icon Not disclosed
Expired

Posted: 23 Apr 24

Job Description

Description :


We are looking for an experienced Financial Adviser to join our team and serve as a valuable intermediary between our company and clients. Your role will involve providing comprehensive financial guidance and offering tailored recommendations to help clients maximize their financial potential. You will be responsible for conducting thorough market research, understanding clients' individual needs, and designing effective financial strategies. Additionally, you will play a key role in closing sales and building long-term relationships with clients. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a deep understanding of financial products and services. Join us and help clients make informed financial decisions for a secure future.  


Responsibilities

·         Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)

·         Assess client’s overall financial picture, understand their needs and develop a solid financial plan

·         Guide clients towards a profitable and secure financial decision

·         Cultivate client base and build win-win relationships

·         Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas

·         Keep abreast of new industry’s trends and research market to back up financial consulting

·         Oversee the course of the financial plan and update it, if necessary, to ensure profits

·         Comply with all industry rules and regulations

·         Liaise with providers, solicitors, valuers and other professionals

 


More information about this Financial Adviser Job

Please go through the below FAQs to get all answers related to the given Financial Adviser job

  1. What are the job requirements to apply for this Financial Adviser job position?
    • Ans: A candidate must have a minimum of 3+ year experience as an Financial Adviser

  2. What is the qualification for this job?
    • Ans: The candidate can be a Graduate from any of the following: B.Com, BA, M.Com, BBA/BBM, MBA/PGDM, BSc, MSc

  3. What is the hiring Process of this job?
    • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

  4. This Financial Adviser is a work from home job?
    • Ans: No ,its not a Work from Home Job.

  5. How many job vacancies are opening for the Financial Adviser position?
    • Ans: There are immediate 1 job openings for Financial Adviser in our Organisation.

Job Particulars

Education B.Com, BA, M.Com, BBA/BBM, MBA/PGDM, BSc, MSc
Who can apply Experienced (3+ Years)
Hiring Process Walk - In, Face to Face Interview
Employment TypeFull Time
Job Id2399428
Locality Address Ashok Nagar, Banashankari , Bannerghatta Road , BTM , Domlur
Country India

About Company

Financial services company
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