18 Aug
|
Generali Central Life Insurance
|
Lucknow
18 Aug
Generali Central Life Insurance
Lucknow
A financial advisor helps individuals manage money, invest funds, and plan for future goals. Core duties include assessing a client's financial health, creating custom investment portfolios, and providing strategic guidance on retirement, taxes, insurance, and debt management.Client Assessment and Planning Review client income, expenses, assets, and debts.Discuss short-term and long-term goals like buying a home or retiring.Determine the client's risk tolerance.Build customized, step-by-step financial plans.
•Leads Generation
Meet regularly with clients to update their plans as life changes.Educate clients on financial concepts and market changes.
Pay: ₹25,000.00 - ₹40,000.00 per month
Perks:
Versatile schedule
Life insurance
Paid sick time
Provident Fund
Work Location: In person
📌 Financial Advisor Lucknow
🏢 Generali Central Life Insurance
📍 Lucknow