Sr. Life Advisor Jobs in Mumbai - ETLI
Sr. Life Advisor
ETLI
Expired
Posted: 20 Nov 18
Job Description
- 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.
Job Particulars
Role others
Education 12th Pass (HSE)
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id513347
Job Category Analyst / Analytics , Logistics / Transportation
Locality Address
State Maharashtra
Country India
About Company
HIGHLY RECOMMENDED !!!!!INCOME OPPORTUNITY !!!!!
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