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Financial Advisor Jobs Opening in ROINET FLEXI SERVICES at Indiranagar, Bangalore

Financial Advisor

ROINET FLEXI SERVICES
experience-icon 0.6 to 2 Years
salary-icon 14000 - 22500 Monthly
qualification-icon B.Com(International Accounting & Finance, International Finance, Investment Banking, Management & Finance, Marketing, Banking & Capital Markets), BBA/BBM
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Posted: 17 Jan 25

Job Description

Financial Advisor
- Experience: 6+ months
- Salary: ₹15,000 - ₹18,000 per month

- Job Description: 
Provide financial advisory services to customers, achieve sales targets, and ensure customer satisfaction.
Assess clients' financial situations by gathering information about their income, assets, debts, and financial goals
Develop comprehensive financial plans based on clients' objectives and risk tolerance
Recommend suitable investment products and strategies to help clients reach their financial goals
Educate clients about various financial products, including stocks, bonds, mutual funds, and insurance policies
Monitor clients' investments and make adjustments as needed
Provide ongoing financial advice and guidance to clients
Stay updated on market trends, economic indicators, and regulatory changes
Maintain records of client interactions and transactions
Build and maintain strong relationships with clients to foster trust and loyalty
Adhere to industry regulations and ethical standards

What We Offer
- Competitive salaries and incentives
- PF and Insurance benefit for employee and family.
- Opportunity to work with a leading Fintech company
- Professional growth and development opportunities
- Collaborative and dynamic 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

  1. What are the job requirements to apply for this Financial Advisor job position?
    • Ans: A candidate must have a minimum of 06 Months to 2 year experience as an Financial Advisor

  2. What is the qualification for this job?
    • Ans: The candidate can be a Graduate from any of the following: B.Com, BBA/BBM

  3. What are the salary requirements for this job?
    • Ans: The salary range is between 14000 and 22500 Monthly. The Salary will depend on the interview. This Financial Advisor is a Full Time in Bangalore.

  4. 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.

  5. This Financial Advisor is a work from home job?
    • Ans: No ,its not a Work from Home Job.

  6. How many job vacancies are opening for the Financial Advisor position?
    • Ans: There are immediate 1 job openings for Financial Advisor in our Organisation.

Job Particulars

Education B.Com(International Accounting & Finance, International Finance, Investment Banking, Management & Finance, Marketing, Banking & Capital Markets), BBA/BBM
Who can apply Experienced (0.6 to 2 Years)
Hiring Process Face to Face Interview, Telephonic Interview
Employment TypeFull Time
Job Id2602027
Locality Address Indiranagar
Country India

About Company

Roinet Flexi Services Pvt Ltd is a leading Fintech company that offers innovative financial solutions to its customers. With a strong presence in India, we're committed to providing exceptional customer experiences and driving business growth. We're a 700 crore company with a pan-India presence, 
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