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Financial Advisor / Dealer_Investment @ Talent First

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 Financial Advisor / Dealer_Investment

Job Description

Profile : Sales Advisor / Dealer

Salary : Upto 30k

Experience : Minimum 2 Year in Trading

Timing : 8:30 am to 6 PM

Job Description :

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
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 regularly to discover changes in their financial status.
Building and maintaining your client base.

Thanks & Regards

Mitali Rathod

8160386***

Employement Category:

Employement Type: Full time
Industry: Broking
Role Category: Equity Research
Functional Area: Not Applicable
Role/Responsibilies: Financial Advisor / Dealer_Investment

Contact Details:

Company: Talent First
Location(s): Surat

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₹ 1.5 - 3.5 Lakh/Yr

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