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Financial Advisor Jobs in Mysore - Innovate Academy of Business Consulting Development Education

Financial Advisor

Innovate Academy of Business Consulting Development Education
experience-icon 0 Years
salary-icon 2000 - 2500 Monthly
Expired

Posted: 17 Apr 18

Job Description

  • 'Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences'
  • 'Execute and negotiate follow through of implementation  including insurance, investments, tax planning, debt management, estate planning, and other tasks quoted to client'
  • 'Decide how to build your practice by choosing your clients and the markets you want to pursue'
  • 'Solicit clients actively via telephone, mail, referrals, etc.'
  • 'Maintain proper documentation following preset guidelines established by compliance and management'
  • 'Comply with all industry rules and regulations'

Job Particulars

Role others
Education MBA/PGDM
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeInternship / Projects
Job Id409814
Locality Address Mysore-Others
Country India

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