Job Description: We are seeking a dedicated female candidate for Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping our clients achieve their financial goals. You will provide personalized financial advice, conduct thorough financial analyses, and offer tailored solutions to meet our clients' needs.

Work from Office

Female candidates only

KR Puram

Responsibilities:

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.