We are looking for a motivated and experienced Financial Advisor to provide clients with personalized financial guidance and help them make informed decisions about their investments, savings, insurance, and financial goals.
Key Responsibilities:
- Understand clients' financial goals, needs, and risk profiles.
- Provide personalized financial planning and investment advice.
- Recommend suitable investment, insurance, and financial products.
- Build and maintain strong relationships with clients.
- Monitor clients' financial portfolios and provide regular updates.
- Explain financial products, risks, returns, and market trends to clients.
- Identify recent business opportunities and generate leads through networking and referrals.
📌 Financial Advisor (India)
🏢 Tata Aia Life Insurance Company
📍 India
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