Financial Advisor Jobs Opening in A leading insurance company at Banashankari, Basavanagudi, Jayanagar, Bangalore

Financial Advisor

A leading insurance company

0 Years

Not disclosed

Expired

Posted: 20 Mar 25

Job Description

A Leading insurance company is providing opportunities to 1. Retired persons 2. House Wives 3. Business professional 4. salaried people looking for additional income
This part time role of Financial Advisor is a great opportunity to earn additional income as well as Awards, Rewards and Recognition.
Interested Candidates please call

Position Overview:

We are looking for a Financial Advisor to provide financial guidance to clients, helping them make informed investment, insurance, and savings decisions. The ideal candidate should have strong analytical skills, financial knowledge, and excellent communication abilities to assess client needs and recommend suitable financial products.

Key Responsibilities:

1. Client Consultation & Financial Planning:

Assess clients' financial goals, risk tolerance, and investment needs.
Provide tailored financial plans that include investment strategies, insurance, and savings options.
Educate clients about market trends, taxation, and financial risks.

2. Investment & Wealth Management:

Recommend and manage investment portfolios in stocks, bonds, mutual funds, and other financial instruments.
Monitor financial markets and advise clients on adjusting their investment strategies.
Ensure clients' financial plans align with long-term wealth-building goals.

3. Insurance & Retirement Planning:

Advise on life insurance, health insurance, and retirement plans.
Help clients secure their financial future through risk management solutions.
Provide insights on pension funds, annuities, and estate planning.

4. Business Development & Client Acquisition:

Identify and reach out to potential clients through networking, referrals, and cold calls.
Build and maintain long-term relationships with existing and new clients.
Stay updated on financial products, services, and regulatory changes.

5. Compliance & Reporting:

Ensure compliance with financial regulations and company policies.
Maintain accurate records of client interactions and financial transactions.
Prepare and present financial reports and portfolio performance reviews.

More information about this Financial Advisor Job

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

What are the job requirements to apply for this Financial Advisor job position?
- Ans: A candidate must have a minimum of fresher as an Financial Advisor

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BBA/BBM, BSc
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.
This Financial Advisor is a work from home job?
- Ans: Yes,its a Work from Home Job.
How many job vacancies are opening for the Financial Advisor position?
- Ans: There are immediate 1 job openings for Financial Advisor in our Organisation.