Financial Advisor
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What you'll do
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Answering client questions about financial plans and strategies and giving financial advice.
- Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients periodically to discover changes in their financial status.
- Building and maintaining your client base.
- Respond to prospective customer queries about financial planning.
- Monitor client accounts & identify new opportunities.
What they're looking for
- Bachelor's degree in business, finance, or related field.
- Investment Adviser Level 1 & Level 2 (X-A & X-B) by NISM.
- Knowledge of mutual funds, securities, and insurance industries.
- Experience providing quality financial advice.
- Possess strong knowledge of the investment business and strong understanding of financial planning concepts.
- Proficient in Office 365 especially Excel and PowerPoint.
Nice to have
- Certified Financial Planner (CFP) from FPSB is preferred.
- Experience in CRM platforms (Zoho Preferred).
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Job Description:
Ten Quints is a start-up specializing in Financial Advisory & Services with an aim to enable individuals to create and manage their wealth to achieve early financial Independence with qualitative advisory and services to live a secure and self-sufficient life.
Our organization is looking for established and experienced Financial Advisors to assist our clients in evaluating and managing their financial portfolios and advise them on various investment strategies.
Here is your opportunity to become a part of one of the fastest growing financial centers in India. The successful candidate will provide savings and protection solutions to help clients plan for all of life’s circumstances, both expected and unexpected. If you’re looking for a chance to be a part of our growth, we encourage you to apply today.
Qualification / Experience:
Bachelor's degree in business, finance, or related field.
Skills & Abilities:
- Certified Financial Planner (CFP) from FPSB is preferred.
- Investment Adviser Level 1 & Level 2 (X-A & X-B) by NISM.
- Knowledge of mutual funds, securities, and insurance industries.
- Experience providing quality financial advice.
- Possess strong knowledge of the investment business and strong understanding of financial planning concepts.
- Proficient in Office 365 especially Excel and PowerPoint.
- Experience in CRM platforms (Zoho Preferred).
Responsibility:
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Answering client questions about financial plans and strategies and giving financial advice.
- Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients periodically to discover changes in their financial status.
- Building and maintaining your client base.
- Respond to prospective customer queries about financial planning.
- Monitor client accounts & identify new opportunities.
Company
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