- Understand clients’ financial goals and risk tolerance.
- Recommend suitable investments, insurance, retirement, and tax-planning products.
- Build and maintain long-term client relationships.
- Prepare financial plans and investment portfolios.
- Monitor portfolio performance and suggest changes when appropriate.
- Explain financial products, fees, risks, and returns clearly.
- Ensure compliance with applicable financial regulations.
- Generate new clients through networking, referrals, and business development.
Typical qualifications
- Bachelor’s degree in Finance, Commerce, Economics, Business, or a related field.
- Robust communication and interpersonal skills.
- Knowledge of investments, mutual funds, insurance, taxation, and financial planning.
- Relevant certifications/licenses may be required depending on the country and products being advised on.
📌 Financial Advisor (Patna)
🏢 Satyam Foundation
📍 Patna
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