Financial Advisor

Finpal Consulting & Advisory

Sector 17 chandigarh, Chandigarh

₹25,000 - ₹45,000 monthly

Fixed

25000 - ₹45000

Earning Potential

45,000

Work from Office

Full Time

Min. 1 Years

Good (Intermediate / Advanced) English

Job Details

Interview Details

Job Highlights

13 applicants

Job Description

Prospect, acquire and retain clients Achieve budgeted targets in terms of number of clients/volume of business & assets. Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios Understand clients needs & requirements and accordingly position products & services Coordinate with product and research team for taking investment decision for the clients Recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client Contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment Provide various investment performance reports and summaries to the clients Build and maintain client bases, along with relevant comments/remarks for future reference To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.

More about this Financial Advisor job

Finpal Consulting & Advisory is aggressively hiring for the job profile of Financial Advisor at Chandigarh in Sector 17 chandigarh 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 25,000 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 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Chandigarh to get hired quickly. 3. Is there any specific skill required for this job? Ans. The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job. 4. What are the timings of the job and how many working days are there? Ans. It is a Full Time job having timing from 9-6 and will have 6 working days i.e., Monday - Saturday. 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 Chandigarh 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 22-Feb-2022. For more details, download apna app and find Full Time jobs in Chandigarh. Through apna, you can find jobs in 74 cities across India. Join NOW!

Job Requirements

Experience

Min. 1 Years

Education

Graduate

English Level

Good (Intermediate / Advanced) English

Job Role

Department

Banking / Insurance / Financial Services

Employment Type

Full Time

Role / Category

Trading, Asset & Wealth Management

Shift

Day Shift

Interview & address details

Work Location

C/o Sco 170-1-2 Sector 17-C, near Yes Bank, Bridge Market, 17C, Sector 17, Chandigarh, 160017, India Sector 17 chandigarh, Chandigarh

Interview mode

Online/Telephonic

Job posted by Finpal Consulting & Advisory

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