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Financial Advisor

TATA AIA Life Insurance Company Limited

Prayagraj, Uttar Pradesh, India · 정규직

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경험
어느
샐러리
INR 20,000 – INR 80,000 / month
채용 공고
1
게시됨
4시간 전
작업 모드
사무실에서
적임
Candidates who are motivated to guide clients on financial planning and investments can apply.
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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

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