Client Needs Assessment Understanding a client s financial situation including income expenses assets liabilities and risk tolerance Financial Planning Developing customized financial plans and strategies based on client goals and objectives Product and Service Advice Recommending suitable financial products like investments insurance and retirement plans Relationship Management Building and maintaining strong client relationships through regular communication and updates Compliance and Regulations Staying informed about relevant financial regulations and ensuring all actions adhere to legal and ethical standards Investment Guidance Assisting clients with investment decisions including portfolio management and diversification Sales and Business Development Identifying and pursuing new business opportunities to expand the client base Record Keeping Maintaining accurate records of client interactions transactions and financial plans Key Skills Financial Knowledge Strong understanding of financial markets investment products and financial planning principles Communication Skills Ability to clearly explain complex financial concepts to clients with varying levels of financial literacy Analytical Skills Ability to analyze financial data identify trends and assess financial risks Interpersonal Skills Ability to build rapport with clients and establish trust Sales and Marketing Skills Ability to identify and pursue current business opportunities Problem-Solving Skills Ability to address client concerns and develop solutions to financial challenges Job Type Fresher Pay 9 373 31 - 35 518 98 per month Schedule Day shift Supplemental Pay Commission pay Performance bonus Yearly bonus Work Location In person Speak with the employer 91 (phone hidden)

📌 Customer Advisor (Pathanamthitta)
🏢 GST Suvidha Centre Pathamthitta
📍 Pathanamthitta