Finance Advisor Jobs For Freshers - Kolkata
HDFC Life Verified employer
Actively hiring · Posted 5d ago · JEV2610FC0C70BEDE
Job description
Join our team as a Financial Advisor and help clients achieve their financial goals. This part-time position allows you to work from home while providing valuable financial guidance to individuals and families.Key Responsibilities:- Client Consultation: Meet with clients to understand their financial situation and goals. This involves asking questions to gather information about their income, expenses, and investment preferences.- Financial Planning: Create personalized financial plans that align with clients objectives. You will analyze their financial status and recommend suitable investments, savings strategies, and debt management options.- Market Research: Stay informed about market trends and economic conditions to provide clients with up-to-date advice. This includes analyzing financial products and understanding how changes in the market may affect client portfolios.- Ongoing Support: Offer continuous support and advice to clients as their financial needs change. This may involve regular check-ins and adjustments to their financial plans based on life events or market changes.- Compliance Adherence: Follow all relevant regulations and enhance trust with clients by ensuring that your advice follows ethical guidelines and legal standards.Required Skills and Expectations:Candidates should have strong communication and interpersonal skills to build relationships with clients. A keen analytical mindset will help in understanding financial data. Previous experience in finance is a plus, but not mandatory, as we welcome fresh talent. Candidates must also display a willingness to learn and adapt in a dynamic field.Experience0 - 5 YearsNo. of Openings20Education10th PassRoleFinancial AdvisorIndustry TypeBankingGender[ Male / Female ]Job CountryIndiaType of JobPart TimeWork Location TypeWork from HomeFace Interview Location14/B, Esplanade, Chowringhee North, Bow Barracks, Kolkata, West Bengal 700001.
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