Financial Associate

Job highlights

• Annual Bonus, PF, Flexible Working Hours, 5 working daysJob Description Understand clients’ financial goals and recommend suitable financial plans.📊 Investment Guidance: Guide clients on investment, savings, and insurance options.🤝 Client Relationship: Build and maintain strong, long-term relationships with clients.📈 Portfolio Support: Monitor clients’ financial portfolios and suggest improvements when needed.🎯 Business Development: Generate new leads, acquire clients, and achieve assigned business targets.Show moreJob roleWork location346, Cuttack - Puri Rd, near Laxmisagar, Laxmisagar, Bhubaneswar, Odisha 751006, IndiaDepartmentFinance & AccountingRole / CategoryFinanceEmployment typeFull Time & Part TimeShiftDay ShiftJob requirementsExperienceAny experienceEducation12th PassSkillsBanking, Finance, Financial services, Financial institutionsEnglish levelBasic EnglishAge limit18 - 60 yearsGenderAny genderWalk-in interview detailsApply for the job and call HR to confirm your interviewDa

Understand clients’ financial goals and recommend suitable financial plans. 📊 Investment Guidance: Guide clients on investment, savings, and insurance options. 🤝 Client Relationship: Build and maintain strong, long-term relationships with clients. 📈 Portfolio Support: Monitor clients’ financial portfolios and suggest improvements when needed. 🎯 Business Development: Generate new leads, acquire clients, and achieve assigned business targets.