Financial Advisor Jobs Opening in Finsta Securities at Indore-Others, Indore
Job Description
Key Responsibilities:
1) Doing cold calling.2) Convincing customer to open Demat Account.
3) Providing financial planning support to clients
4) Reply to customer queries.
5) Negotiating
6 ) Tell clients about company policies and explaining about services offered.
Role and Responsibilities:
Understand clients’ financial needs
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Answer clients’ questions and address concerns
Give advices to clients about investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients’ portfolios.
Continuous communication with clients’ to stay up to date with their financial status
Building and maintaining your client base.
Skills:
Critical thinker and problem-solving skills
Team player
Good time-management skills
Great interpersonal and communication skills
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 are the salary requirements for this job?
- Ans: The salary range is between 10000 and 15000 Monthly. The Salary will depend on the interview. This Financial Advisor is a Full Time in Indore.
- 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: No ,its not 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.
Job Particulars
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id1673205
Job Category Sales and Marketing
Locality Address Indore-Others
State Madhya Pradesh
Country India
About Company
Authorized Partner of Kotak Securities
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