Financial Advisor Jobs Opening in Insurance Company at Anna Nagar, Guindy, Kanchipuram, Chennai, Vellore, Chengalpattu
Financial Advisor
0 Years 
15000 - 60000 Monthly 
Job Description
Dear Candidate,
We have Opening for Financial Advisor role.
Age Limit : 18-60
NOTE : Any Graduates can Apply For this Role (Min 10th Pass).
Key Responsibilities:
1. Client Consultation & Financial Planning
-
Meet with clients (individuals or businesses) to understand their current financial status, goals, and risk tolerance.
-
Conduct comprehensive financial assessments including income, expenses, savings, investments, debt, insurance, and tax status.
-
Develop customized financial plans to meet short-term and long-term goals (e.g., retirement, education, wealth growth).
2. Investment Advisory & Portfolio Management
-
Recommend suitable investment products (mutual funds, SIPs, stocks, bonds, etc.) aligned with client goals and risk profile.
-
Monitor and manage client portfolios, suggesting rebalancing or changes as needed.
-
Keep clients informed on market trends, economic updates, and investment performance.
3. Insurance & Tax Planning
-
Advise clients on life, health, and general insurance policies as per their coverage needs.
-
Provide guidance on tax-saving instruments under applicable laws (e.g., Sections 80C, 10(10D), etc.).
-
Ensure compliance with financial and regulatory frameworks.
4. Sales & Business Development
-
Identify prospective clients through networking, referrals, or leads.
-
Promote financial products and services offered by the firm or its partners.
-
Achieve individual sales targets and contribute to team revenue goals.
5. Relationship Management
-
Build and maintain strong, long-term relationships with clients through trust and reliable service.
-
Conduct regular follow-ups and financial reviews with clients.
-
Address client queries, concerns, or changes in financial goals efficiently.
6. Reporting & Compliance
-
Maintain accurate and confidential client records, financial plans, and investment documentation.
-
Adhere to all compliance guidelines and ethical standards laid out by SEBI, AMFI, IRDAI, or other relevant authorities.
-
Prepare reports and updates for internal use and client presentations.
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, 12th Pass (HSE), 10th Pass (SSC)
- What are the salary requirements for this job?
- Ans: The salary range is between 15000 and 60000 Monthly. The Salary will depend on the interview. This Financial Advisor is a Part Time in Chennai, Vellore, Chengalpattu.
- 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.
