Financial Advisor @ Atreus Consultant

Job Description

Company Description The Financial Clinic is a financial advisory firm located in Indore. With 20 years of experience in services like Mutual Funds, Peer-to-Peer lending, Fixed Deposits, and International Taxation, we strive to offer our clients righteous financial solutions. Our goal is to develop new client relationships, stay competitive with the changing environment and offer more capabilities to our clients. Role Description This is a full-time on-site Financial Advisor role located in Indore. The Financial Advisor will be responsible for performing day-to-day tasks, which include but are not limited to: Financial planning and analysis. Providing Financial Advisory services and recommendations to clients. Helping in executing the Financial transactions and servicing for their investments Suggesting investments based on market trends and clients" financial goals. Meeting Clients at Client Place for discussions / review of their investment performance / needs. . Carrying on suitable activities to acquire new clients. Qualifications The ideal candidate should have the following skills: Exposure to Equity markets Expertise in financial planning and analysis. Excellent understanding of investments and the ability to suggest suitable investment options. Ability to provide sound financial advice and recommendations to clients. Additionally, the following qualifications are also beneficial: Bachelor's Degree in finance, accounting, economics, or a related field. 2-3 years of experience in Financial Advisory, Insurance Sales, Equity Sales or a similar role. Good communication and interpersonal skills. A willingness to keep up with market and industry trends

Employement Category:

Employement Type: Full time
Industry: Others
Role Category: Customer Service (Domestic)Customer Service (International)
Functional Area: Not Applicable
Role/Responsibilies: Financial Advisor

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Keyskills:   Exposure to Equity markets Expertise in financial planning analysis Excellent understanding of investments Ability to provide sound financial advice Good communication interpersonal skills