1- Advising clients on their financial goals, including investment strategies, insurance needs, and retirement planning.2- Meeting with clients to understand their financial goals, risk tolerance, current financial situation (assets, debts, income), and investment knowledge. 3- Recommending suitable investment products, insurance solutions, and other financial services based on client needs and goals.
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Experience
0 - 1 Years
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No. of Openings
30
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Education
Higher Secondary, B.C.A, B.Com, BDS, Any Bachelor Degree
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Role
Finance Advisor
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Industry Type
Banking / Financial Services / Stock Broking
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Gender
( Male / Female )
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Job Country
India
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Type of Job
Full Time
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Work Location Type
Work from Office
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Face interview location
2nd floor, Aditya Birla Capital, Urbanac Business Park ,Vibhuti Khand, Gomtinagar Lucknow
