Financial Advisor Jobs Opening in ROINET FLEXI SERVICES at Indiranagar, Bangalore
Job Description
Job Summary:
We are seeking a knowledgeable, proactive, and client-focused Financial Advisor to guide individuals or businesses in making sound financial decisions. In this role, you will be responsible for assessing client needs, offering strategic advice, and recommending suitable financial products and services such as investments, insurance, mutual funds, retirement plans, and tax-saving instruments.
As a Financial Advisor, your goal is not only to grow client portfolios and protect their assets but also to establish long-term relationships built on trust and consistent performance. You will play a vital role in helping clients meet both short-term financial needs and long-term wealth-building goals.
Key Responsibilities:
1. Client Consultation & Financial Planning
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Meet with clients (virtually or in person) to understand their financial goals, income, expenses, and risk tolerance
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Conduct in-depth financial assessments and gather relevant data from clients
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Develop personalized financial plans that include investment, insurance, savings, and tax strategies
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Recommend products that align with the client’s objectives and risk appetite
2. Portfolio Management
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Assist clients in building diversified portfolios using mutual funds, stocks, bonds, SIPs, and other instruments
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Monitor portfolio performance and suggest changes based on market trends and client life changes
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Conduct periodic reviews with clients to evaluate progress toward financial goals
3. Product Advisory & Sales
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Educate clients about available financial products such as:
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Life and Health Insurance Plans
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Mutual Funds and SIPs
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Retirement & Pension Plans
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Fixed Deposits, Bonds, ULIPs, Tax-saving instruments
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Help clients complete documentation and compliance formalities for purchasing these products
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Stay updated with regulatory changes, market developments, and new product launches
4. Customer Relationship Management
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Maintain strong, long-term relationships with clients through follow-ups, birthday greetings, annual reviews, etc.
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Provide exceptional customer service, respond promptly to inquiries, and resolve issues
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Use CRM software or Excel to track interactions, investments, renewals, and commissions
5. Reporting & Documentation
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Maintain accurate records of client meetings, proposals, financial plans, and documentation
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Prepare and present performance reports or summaries as needed
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Ensure compliance with company and government regulations (e.g., KYC, AML, IRDA/SEBI guidelines)
Required Skills and Competencies:
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Strong interpersonal and communication skills (verbal and written)
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Knowledge of financial products, personal finance, and investment tools
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Ability to explain complex concepts in simple terms
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Trustworthy, ethical, and client-first approach
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Analytical and problem-solving mindset
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Sales orientation with a service-driven attitude
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Basic computer literacy (Excel, CRM tools, financial calculators)
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: Diploma, B.Com, BA, BBA/BBM, 12th Pass (HSE)
- What are the salary requirements for this job?
- Ans: The salary range is between 17000 and 25000 Monthly. The Salary will depend on the interview. This Financial Advisor is a Full Time in Bangalore.
- 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
About Company
Bangalore 
0 to 3 Years 
Salary not disclosed 
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B.Com 
