Financial consultant jobs - Gwalior - Leading insurance company - 0.5 to 4 years of experience - 01 July 2021
Financial consultant
Leading insurance company
0.6 to 4 Years 
14000 - 50000 Monthly 
LLM, B.Arch, Certificate Course (ITI), Diploma, M Phil / Ph.D, B.Com, B.Pharm, BA, M.Arch, M.Com, M.Pharm, MA, BBA/BBM, BCA, BDS, BE/B.Tech, MBA/PGDM, BEd, BHM, BSc, MCA, MD, MDS, ME/M.Tech, BVSc, CA, CS, ICWA, LLB, MBBS, MEd, MHM, MS, MSc, MSW, PG Diploma, 10th Pass (SSC), 12th Pass (HSE), No Education/Schooling, Upto 9th Std, Vocational Training, B.Design, B.FashionTech, BFA, BAMS, BHMS, MVSc, B.P.Ed, MPEd, B.F.Sc(Fisheries), M.F.Sc(Fisheries), BSW, Other Graduate, Other Post Graduate 
Expired
Posted: 01 Jul 21
Job Description
- Assessing and analyzing the client’s financial situation and identify shortfalls
- Assisting clients to establish investment objectives
- Presenting clients financial plan with short- and/or long-term goals
- Meeting with the client regularly to assess if recent life changes will affect the financial plan
- Providing advice and recommendation on a variety of investment solutions
- Providing quality pre- and post-sales services
- Building a client base and identify prospective clients
- Cultivating relationships with existing and prospective clients
Job Particulars
Education LLM, B.Arch, Certificate Course (ITI), Diploma, M Phil / Ph.D, B.Com, B.Pharm, BA, M.Arch, M.Com, M.Pharm, MA, BBA/BBM, BCA, BDS, BE/B.Tech, MBA/PGDM, BEd, BHM, BSc, MCA, MD, MDS, ME/M.Tech, BVSc, CA, CS, ICWA, LLB, MBBS, MEd, MHM, MS, MSc, MSW, PG Diploma, 10th Pass (SSC), 12th Pass (HSE), No Education/Schooling, Upto 9th Std, Vocational Training, B.Design, B.FashionTech, BFA, BAMS, BHMS, MVSc, B.P.Ed, MPEd, B.F.Sc(Fisheries), M.F.Sc(Fisheries), BSW, Other Graduate, Other Post Graduate
Who can apply Experienced (0.6 to 4 Years)
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id1242581
Job Category
Locality Address
State Madhya Pradesh
Country India
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