Financial Advisor @ AV Global Advisory

Job Description

Job description We are looking for Financial Advisors to join our team in Wakad, Pune. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from NISM, CFP, CFA etc or have done professional courses in finance then you will love this position. Key Responsibilities Understand Clients financial needs Determine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals Prepare Financial plans for clients and present them Meeting Business Targets and Client Retention goals Answer clients questions, address concerns and resolve them as per SLAs Regularly review clients portfolio and have continuous engagement Preparing or interpreting financial document. summaries, investment performance reports and income projections, Tax implications for clients Continuous communication with clients to stay up to date with their financial status Building and maintaining your client base Qualifications required Bachelors degree in business, finance or related field Knowledge of Financial & Securities market and Insurance 2-3 years of experience as a Financial Advisor / Client Relationship manager or similar role Certification Financial Domain like CFP, CFA, NISM certification will be added advantage Proficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etc Critical thinker and problem-solving skills Good time-management skills Great interpersonal and communication skills, written and spoken English is must Team player Only Local Pune based candidates to apply, preferably staying near office (Wakad/Hinjewadi) Salary range between 3.6 lakhs to Rs 5.5 lakhs pa Freshers need not apply

Employement Category:

Employement Type: Full time
Industry: Others
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Financial Advisor

+ View Contact

Keyskills:   Financial planning Investment planning Insurance Client relationship management Word Excel Outlook PowerPoint Critical thinking Interpersonal skills Communication skills Financial document preparation Financial market knowledge Securities market knowledge NISM certification CFP certification CFA certification Social Media professional tools Problemsolving Timemanagement