Financial Advisor
Icici Prudential Life Insurance Company LimitedFixed
Not disclosed
Average Incentives*
₹15,000
Earning Potential
₹15,000
Fixed
Not disclosed
Average Incentives
₹15,000
Earning Potential
₹15,000
You can earn more incentive if you perform well
Part Time
Full Time
Any experience
Basic EnglishJob highlights
18 applicants
Benefits include: Flexible Working Hours
Job Description
Job Summary
We are seeking a motivated and customer-focused Financial Advisor to help clients achieve their financial goals through personalized financial planning and investment strategies. The ideal candidate will assess clients’ financial situations, provide expert advice on investments, insurance, retirement planning, and wealth management, and build long-term client relationships.
Key Responsibilities
- Meet with clients to understand their financial objectives and risk tolerance.
- Develop customized financial plans and investment strategies.
- Advise clients on savings, investments, insurance, retirement planning, tax-efficient strategies, and wealth management.
- Monitor and review clients’ portfolios regularly and recommend adjustments as needed.
- Stay updated on market trends, financial products, and regulatory requirements.
- Generate new business through networking, referrals, and relationship-building activities.
- Ensure compliance with all applicable financial regulations and company policies.
- Prepare financial reports and present recommendations clearly to clients.
- Maintain accurate client records and documentation.
Job role
Job requirements
About company
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The candidate should have completed 10th or Below 10th degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Chennai to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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