Finance Advisor - Part Time - Freshers
ICICI Prudential Life Verified employer
Actively hiring · Posted 3d ago · JEV26094C51FB1349
Job description
We are seeking a motivated Financial Consultant to join our team in Anna Nagar. This part-time position allows you to work from home, making it a flexible opportunity for individuals with a passion for finance.Key Responsibilities:- Client Consultation: Meet with clients virtually to understand their financial goals and needs, providing tailored advice to help them achieve their objectives.- Financial Planning: Assist in creating customized financial plans based on clients' current situations and future aspirations, focusing on budget management, savings, and investments.- Market Research: Stay updated on current financial trends and market conditions to provide informed recommendations to clients.- Documentation: Prepare necessary financial documents and reports, ensuring accuracy and confidentiality while maintaining a clear communication of strategies.- Client Follow-up: Regularly check in with clients to review their financial progress and adjust plans as necessary, building strong, trustworthy relationships.Required Skills and Expectations:- Basic Financial Knowledge: Familiarity with financial concepts is essential. Prior experience is not required, but a willingness to learn is crucial.- Communication Skills: Strong verbal and written communication skills are necessary to explain financial concepts in an easy-to-understand manner.- Analytical Skills: Ability to analyze and interpret financial data to make sound recommendations for clients.- Integrity and Confidentiality: Must handle sensitive financial information with discretion and maintain clients' trust at all times.- Self-Motivated: Ability to work independently, manage time effectively, and meet deadlines while working from home.Experience0 - 1 YearsNo. of Openings30Education10th PassRoleFinancial ConsultantIndustry TypeBankingGender[ Male / Female ]Age Limit18 - 40 Yrs.Job CountryIndiaType of JobPart TimeWork Location TypeWork from HomeBenefits includeFlexible Working Hours, Weekly Payout, Overtime Pay, Annual Bonus
Key skills
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