Hiring Fresher / Finance Advisor / 12th Pass
Shashwat Solutions Verified employer
Actively hiring · Posted 2d ago · JEV26105726313D06
Job description
As a Financial Advisor, you will be responsible for guiding clients in managing their finances effectively. Your role will involve providing tailored financial advice and building strong relationships with clients to help them achieve their financial goals.Key Responsibilities:- Client Consultation: Engage with clients to understand their financial needs, goals, and current financial situations, allowing you to provide personalized advice.- Financial Planning: Develop comprehensive financial plans that suit individual client requirements, including budgeting, savings, and investment strategies.- Investment Guidance: Recommend suitable investment options based on client profiles, market trends, and risk tolerance to help them grow their wealth.- Market Research: Stay updated on financial products, market trends, and economic news to provide informed advice and improve client portfolios.- Relationship Management: Foster long-term relationships with clients by maintaining regular contact and providing ongoing support and guidance.To be successful in this role, you should possess strong communication skills to explain complex financial concepts clearly. An understanding of financial products and the ability to analyze client needs are critical. A proactive attitude and a willingness to learn will help you thrive in this fast-paced environment. You should be detail-oriented and have strong analytical skills to assess various financial situations accurately. A good level of confidence is also necessary, as you will be interacting directly with clients to build their trust.Experience0 - 4 YearsNo. of Openings20Education12th PassRoleFinancial AdvisorIndustry TypeBankingGenderMaleAge Limit20 - 40 Yrs.Job CountryIndiaType of JobFull TimeWork Location TypeWork from OfficeBenefits includeFlexible Working Hours, Food/Meals, 5 Working DaysWalk-in interview locationIndia House, 69, Ganesh Chandra Ave, Chandni Chawk, Bowbazar, Kolkata, West Bengal 700012Walk-in Date20/07/[hidden]/07/2026Walk-in Time11:00 AM
Key skills
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