Finance Advisor - Part Time - Freshers (Anna Nagar)

Finance Advisor - Part Time - Freshers (Anna Nagar)

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

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