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Financial Advisor
TATA AIA Life Insurance Company Limited
Prayagraj, Uttar Pradesh, India · Full Time
Be the first to apply
- Experience
- Any
- Salary
- INR 20,000 – INR 80,000 / month
- Openings
- 1
- Posted
- 5 hours ago
- Work mode
- In office
- Eligibility
- Candidates who are motivated to guide clients on financial planning and investments can apply.
- Resume
- Required to apply
Where you'll work
Job description
Job Overview
We are seeking a driven and knowledgeable Financial Advisor dedicated to offering tailored financial advice to clients. The role involves assisting clients to make prudent decisions regarding their investments, savings, insurance, and broader financial aspirations.
Key Responsibilities
- Assess clients' financial objectives, requirements, and tolerance for risk.
- Deliver customized financial planning and investment recommendations.
- Suggest relevant investment, insurance, and financial products aligned with client needs.
- Establish and nurture robust client relationships.
- Keep track of clients’ financial portfolios and offer periodic updates.
- Clarify the features, dangers, potential returns, and ongoing market trends associated with financial products.
- Recognize potential business prospects and generate leads via networking and referrals.
Eligibility
Open to candidates interested in providing personalized financial advice and who can effectively manage client portfolios.
Additional Information
Location: Prayagraj, Uttar Pradesh, India
Salary Range: INR 20,000 to 80,000 per month