26 Aug
|
ICICI Prudential Life
|
Anna Nagar
26 Aug
ICICI Prudential Life
Anna Nagar
We are seeking a motivated Financial Consultant to join our team in Anna Nagar. This part-time position allows you to work from home, making it a flexible opportunity for individuals with a passion for finance.
**Key Responsibilities:**
- **Client Consultation:** Meet with clients virtually to understand their financial goals and needs, providing tailored advice to help them achieve their objectives.
- **Financial Planning:** Assist in creating customized financial plans based on clients' current situations and future aspirations, focusing on budget management, savings, and investments.
- **Market Research:** Stay updated on current financial trends and market conditions to provide informed recommendations to clients.
- **Documentation:** Prepare necessary financial documents and reports, ensuring accuracy and confidentiality while maintaining a explicit communication of strategies.
- **Client Follow-up:** Regularly check in with clients to review their financial progress and adjust plans as necessary, building strong, trustworthy relationships.
**Required Skills and Expectations:**
- **Basic Financial Knowledge:** Familiarity with financial concepts is essential. Prior experience is not required, but a willingness to learn is crucial.
- **Communication Skills:** Strong verbal and written communication skills are necessary to explain financial concepts in an easy-to-understand manner.
- **Analytical Skills:** Ability to analyze and interpret financial data to make sound recommendations for clients.
- **Integrity and Confidentiality:** Must handle sensitive financial information with discretion and maintain clients' trust at all times.
- **Self-Motivated:** Ability to work independently, manage time effectively, and meet deadlines while working from home.
- Experience
0 - 1 Years
- No. of Openings
30
- Education
10th Pass
- Role
Financial Consultant
- Industry Type
Banking
- Gender
[ Male / Female ]
- Age Limit
18 - 40 Yrs.
- Job Country
India
- Type of Job
Part Time
- Work Location Type
Work from Home
- Benefits include
Flexible Working Hours, Weekly Payout, Overtime Pay, Annual Bonus
📌 Finance Advisor - Part Time - Freshers (Anna Nagar)
🏢 ICICI Prudential Life
📍 Anna Nagar