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Financial Advisor Jobs Opening in Finsta Securities Authorized Partner of Kotak Securities at Indore-Others, Indore

Financial Advisor

Finsta Securities Authorized Partner of Kotak Securities
experience-icon 0 Years
salary-icon 10000 - 15000 Monthly
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Posted: 30 Dec 22

Job Description

Responsibilities:
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
Implementing financial plans or referring clients to professionals who can help them.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.

Requirements:
Bachelor's degree in business, finance, or related field.
Life and health license.
Valid driver’s license.
Knowledge of mutual funds, securities, and insurance industries.
Proficient in Word, Excel, Outlook, and PowerPoint.
Comfortable using a computer for various tasks.
Experience providing quality financial advice.

More information about this Financial Advisor Job

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

  1. 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

  2. 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, BSW

  3. 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.

  4. 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.

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

  6. 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

Education B.Com, BA, BBA/BBM, BSc, BSW
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id1669934
Job Category Finance
Locality Address Indore-Others
Country India

About Company

Finsta Securities Authorized Partner of Kotak Securities
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