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 recent 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.
📌 Financial Advisor (India)
🏢 ICICI Prudential Life Insurance Company
📍 India
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