Financial Advisor
PH Associates
Financial Advisor
PH Associates
Satellite, Ahmedabad
₹45,000 monthly*
Average Incentives*
₹45,000
Earning Potential
₹45,000
You can earn more incentive if you perform well
Job Details
Interview Details
Job highlights
Urgently hiring
Fast HR reply
58 applicants
Job Description
Financial Advisor Job Description Template We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market. Financial Advisor Responsibilities: 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.
More about this Financial Advisor job
PH Associates is aggressively hiring for the job profile of Financial Advisor at Ahmedabad in Jodhpur Cross Road locality. Kindly go through the FAQs below to get all answers related to the given job. 1. How much salary can I expect? Ans. You can expect a minimum salary of 0 INR and can go up to 45,000 INR. The salary offered will depend on your skills, experience and performance in the interview. 2. What is the eligibility criteria to apply for this job? Ans. The candidate should have completed Graduate degree and people who have 3 to 31 years are eligible to apply for this job. You can apply for more jobs in Ahmedabad to get hired quickly. 3. Is there any specific skill required for this job? Ans. The candidate should have Basic English skills and sound communication skills for this job. 4. Who can apply for this job? Ans. Both Male and Female candidates can apply for this job. 5. Is it a work from home job? Ans. No, it’s not a work from home job and can’t be done online. You can explore and apply for other work from home jobs in Ahmedabad at apna. 6. Are there any charges or deposits required while applying for the role or while joining? Ans. No work-related deposit needs to be made during your employment with the company. 7. How can I apply for this job? Ans. Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview. 8. What is the last date to apply? Ans. The last date to apply for this job is 05-Aug-2023. For more details, download apna app and find Part Time jobs in Ahmedabad. Through apna, you can find jobs in 74 cities across India. Join NOW!
Job Requirements
Experience
Min. 3 Years
Education
Graduate
English Level
Basic English
Skills
Customer service, Good Communication Skills, Customer retention, Business communication, Client relationship management, Technical communication, Quotation proposals, Sales email writing
Job Role
Department
Banking / Insurance / Financial Services
Employment Type
Full Time & Part Time
Role / Category
Trading, Asset & Wealth Management
Shift
Day Shift
Interview & address details
Work Location
Ahmedabad, Gujarat, India Jodhpur Cross Road, Ahmedabad
Interview mode
Online/Telephonic
Job posted by PH Associates
Trusted by top companies
Zomato
27 Jobs
Ikamate
18 Jobs
Mspire Ventures Priv...
18 Jobs
This job has expired