Financial Advisor Jobs Opening in Financial services company at Vile Parle West, Mumbai

Financial Advisor

Financial services company

0 Years

10000 - 30000 Monthly

Expired

Posted: 29 May 24

Job Description

We are seeking a dynamic and experienced Financial Advisor to join our team. The ideal candidate will be responsible for providing sound financial advice, developing financial plans, and managing client portfolios. This role requires strong analytical skills, excellent interpersonal abilities, and a thorough understanding of financial products and markets.

**Key Responsibilities:**

- **Client Relationship Management:**

- Develop and maintain long-term relationships with clients.

- Conduct regular client meetings to review financial status, goals, and investment strategies. - Provide ongoing support and advice to clients, ensuring their financial needs are met.

- **Financial Planning:**

- Analyze clients' financial status, including income, expenses, assets, liabilities, and risk tolerance.

- Create personalized financial plans addressing retirement, education, estate planning, tax optimization, and insurance needs.

- Update and adjust financial plans based on clients' changing circumstances and market conditions.

- **Investment Management:**

- Develop investment strategies aligned with clients' objectives and risk tolerance.

- Monitor and manage client investment portfolios, ensuring alignment with financial plans.

- Conduct regular portfolio reviews and rebalancing as necessary.

- **Market Analysis:**

- Stay informed about financial markets, economic trends, and regulatory changes.

- Provide clients with insights and recommendations based on market conditions.

- **Compliance and Reporting:**

- Ensure all financial planning activities comply with regulatory requirements and company policies.

- Maintain accurate and up-to-date client records.

- Prepare detailed financial reports and presentations for clients.

**Qualifications:**
- Strong knowledge of investment products, financial planning, and wealth management.

- Excellent analytical and problem-solving skills.

- Exceptional interpersonal and communication skills.

- Proficiency in financial planning software and Microsoft Office Suite.

**Skills:**
- Ability to build and maintain strong client relationships.

- High level of integrity and ethical standards.

- Strong organizational and time management skills.

- Ability to work independently and as part of a team.

- Detail-oriented with a focus on accuracy.

**Benefits:**
- Competitive salary and performance-based bonuses.

- Professional development opportunities.

- Supportive and collaborative work environment.

More information about this Financial Advisor Job

Please go through the below FAQs to get all answers related to the given Financial Advisor job

What are the job requirements to apply for this Financial Advisor job position?
- Ans: A candidate must have a minimum of fresher as an Financial Advisor

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BBA/BBM, 12th Pass (HSE)
What are the salary requirements for this job?
- Ans: The salary range is between 10000 and 30000 Monthly. The Salary will depend on the interview. This Financial Advisor is a Full Time in Mumbai.
What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
This Financial Advisor is a work from home job?
- Ans: Yes,its a Work from Home Job.
How many job vacancies are opening for the Financial Advisor position?
- Ans: There are immediate 1 job openings for Financial Advisor in our Organisation.