Ten Quints is a
start-up specializing in Financial Advisory & Services
with an aim to enable individuals to create and manage their
wealth to achieve early financial Independence with
qualitative advisory and services to live a secure and
self-sufficient life.

Our organization is
looking for established and experienced Financial Advisors to
assist our clients in evaluating and managing their financial
portfolios and advise them on various investment
strategies.

Here is your
prospect to become a part of one of the fastest growing
financial centres in India. The successful candidate will
provide savings and protection solutions to help clients
plan for all of life’s circumstances, both expected and
unexpected.
If
you’re looking for a chance to be a part of our growth, we encourage
you to apply today.

Responsibilities:

-
Talking to
clients to determine their income, expenses,
insurance coverage, financial objectives, tax
planning, risk tolerance, or other information
needed to develop a financial plan.

-
Answering client




questions about financial plans and strategies and giving
financial advice.

-
Advising
strategies for clients in insurance coverage,
investment planning, cash management, and other
areas to help them reach financial objectives.

-
Reviewing client
accounts and plans on a regular basis to understand if life
or economic changes, situational concerns, or financial
performance necessitate changes in their plan.

-
Analysing
financial data received from clients to develop
strategies for meeting clients' financial goals.

-
Preparing or
interpreting financial document summaries, investment
performance reports, and income projections for clients.

-
Implementing
financial plans or referring clients to professionals who
can help them.

-
Managing and
updating client portfolios.

-
Contacting
clients periodically to discover changes in
their financial status.

-
Building and
maintaining your client base.

-
Respond to
prospective customer queries about

📌 Financial Advisor (Mumbai)
🏢 Ten Quints
📍 Mumbai