Financial Advisor
Finpal Consulting & Advisory
Financial Advisor
Finpal Consulting & Advisory
Sector 17 chandigarh, Chandigarh
₹25,000 - ₹45,000 monthly
Fixed
₹25000 - ₹45000
Earning Potential
₹45,000
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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