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ETLI jobs - Sr. Life Advisor

Sr. Life Advisor

ETLI

location

experience

Fresher

salary

15,000 - 50,000 Per Month

qualification

12th Pass (HSE)

matching job

Your Profile matches the job

Job is expired

Posted: 5 Years ago

Views: 3

Applications: 0

Openings: 1

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

Education12th Pass (HSE)

Who can applyFreshers

Hiring Process Face to Face Interview

Employment TypeFull Time

Job Id84005

StateMaharashtra

Country India

About Company

HIGHLY RECOMMENDED !!!!!INCOME OPPORTUNITY !!!!!

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