Determine our expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Preparing financial plans and strategies and giving financial advice.
Advising strategies in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
Reviewing accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Preparing or interpreting financial document summaries, investment performance reports and income projections for the company.
Managing and updating company portfolios.
Requirements:

Bachelor degree in business, finance or related field.
3-5 years of sales experience.
Knowledge of mutual fund, securities, and insurance industries.
Proficient in Word, Excel, Outlook, and PowerPoint.
Comfortable using a computer for various tasks.
Experience providing quality financial advice.

📌 Finance Advisor (Mumbai)
🏢 Leading
📍 Mumbai