Financial Consultant

Transway management

3 Years

10000 - 15000 Monthly

Apply Now Please Wait...

Posted: 06 Apr 24

Job Description

Submit CV email first then arrange an interview. This job explaining to our client who wanna go to abroad on studies so our company arrange temporary provide financial services to our valuable provider clients to us so need help to customer and provide finance to help to going to abroad.

Responsibilities:

Developing financial plans to help clients achieve their long-term and short-term financial goals.

Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.

Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.

Traveling to clients’ homes and places of business to consult with them.

Monitoring financial markets and economic conditions.

Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.

Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.

Researching suitable investment opportunities for clients.

More information about this Financial Consultant Job

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

What are the job requirements to apply for this Financial Consultant job position?
- Ans: A candidate must have a minimum of 3 year experience as an Financial Consultant

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: M.Com, MBA/PGDM
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 Consultant is a Full Time in Ahmedabad.
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 Consultant is a work from home job?
- Ans: No ,its not a Work from Home Job.
How many job vacancies are opening for the Financial Consultant position?
- Ans: There are immediate 1 job openings for Financial Consultant in our Organisation.