Leela Fincare is looking for Financial Advisor to join our agile team and embark on a rewarding career journey

- Client Consultation: Meet with clients to discuss their financial goals, investment objectives, risk tolerance, and current financial situation

- Gather relevant information to assess their needs and understand their financial aspirations

- Financial Planning: Create comprehensive financial plans that address clients' short-term and long-term financial objectives

- Consider factors such as income, expenses, assets, liabilities, tax implications, and investment preferences

- Investment Advice: Recommend suitable investment strategies and products based on clients' risk profiles and financial goals

- Monitor and manage investment portfolios to ensure they align with clients' objectives and market conditions





- Retirement Planning: Assist clients in planning for retirement by analyzing potential income streams, estimating retirement expenses, and recommending retirement savings and investment strategies

- Tax Planning: Offer tax-efficient investment strategies and advice to help clients minimize their tax liabilities and optimize their financial outcomes

- Insurance and Risk Management: Evaluate clients' insurance needs, including life, health, disability, and long-term care insurance

- Recommend appropriate coverage to protect clients and their families against financial risks

📌 Financial Advisor (Mumbai)
🏢 Leela Fincare
📍 Mumbai