Dream Business Solutions jobs - Financial Consultant
Financial Consultant
Fresher
15,000 - 40,000 Per Month
Posted:
1 Year ago
Views:
Applications:
Openings:
20
Job Description
Responsibilities:
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
Skills:
Incredible math skills
Ability to connect with clients
Excellent attention to detail
Incredible analytical and problem solving abilities
Ability to accurately predict market trends
Deep knowledge of the financial industry and regulations
Deep knowledge of investing
Ability to analyze a client's financial situation
Job Particulars
Education
B.Com, 12th Pass (HSE)
Who can apply
Freshers
Hiring Process
Face to Face Interview
Employment Type
Full Time
Job Id
1697197
Job Category
Finance & Accounting
Locality Address
Rajajinagar
State
Karnataka
Country
India
About Company
Dream Business Solutions
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