Job Role

- Financial Advisor
- Financial Planning Advisor
- Investment Advisor

- Provide skilled financial guidance based on clients' financial needs and objectives.
- Analyze clients' income, expenses, assets, liabilities, and risk tolerance.
- Develop personalized financial plans covering investments, insurance, retirement planning, and wealth management.
- Recommend suitable financial products and services based on customer requirements.
- Build and maintain long-term client relationships.
- Ensure all advisory and sales activities comply with applicable regulations and company policies.

Key Responsibilities Client Engagement & Relationship Management:

- Identify and engage prospective clients through networking, referrals, and cold calling.
- Build and maintain long-term relationships with clients.
- Conduct regular client meetings and financial reviews.
- Understand clients' financial goals, risk tolerance, income, expenses, and assets.
- Maintain regular communication and provide ongoing financial support.

Financial Planning & Advisory

- Provide guidance on investments, insurance, retirement planning, estate planning, and tax strategies.
- Recommend suitable financial products such as:
- Mutual Funds.
- Life Insurance.
- Savings Plans.




- Pension Schemes.
- Other suitable financial products and services.
- Develop personalized financial plans based on client requirements.
- Use industry tools and financial planning software to prepare detailed plans.
- Review and modify financial plans based on changes in client circumstances, market conditions, and financial goals.

Sales & Business Development

- Achieve or exceed assigned sales and business development targets.
- Generate new business through client referrals, networking, and direct prospecting.
- Conduct presentations, seminars, and webinars to promote financial services and financial literacy.
- Stay updated on product offerings and identify suitable opportunities for clients.
- Monitor competitor activities and market trends.

Compliance & Documentation

- Ensure compliance with applicable financial regulations, ethical standards, and internal policies.
- Maintain accurate records of client interactions, transactions, and recommendations.
- Complete required documentation and maintain client records.
- Stay updated on changes in financial laws, regulations, and compliance requirements.

📌 Financial Advisor, New Perungalathur (Chennai)
🏢 JobTrade
📍 Chennai