Key ResponsibilitiesUnderstand clients’ financial goals, income, expenses, risk tolerance, and investment objectives.
Provide financial planning and advisory services based on clients’ needs.
Recommend suitable financial products, investment options, insurance, retirement plans, and wealth management solutions, as applicable.
Develop personalized financial plans to support clients’ short-term and long-term goals.
Monitor clients’ financial portfolios and recommend adjustments when required.
Explain financial products, investment risks, returns, fees, and market trends to clients.
Build and maintain long-term relationships with existing and prospective clients.
Identify recent business prospects and achieve assigned sales or client acquisition targets, where applicable.
Maintain accurate client records, financial reports, and documentation.
Ensure compliance with company policies and applicable financial regulations.
Stay updated on financial markets, investment products, and industry developments.

📌 Financial Advisor Bengaluru
🏢 Angelone Limited Franchisee
📍 Bengaluru