Financial Planner
- Bajaj Allianz
Job Type : Permanent
- India /Telangana
Number Of Applications : 9
Job Posted On : 15/03/2023
Job Posted On : 15/03/2023
Onsite
Yes
Remote Work
Yes
Experience Required
1 - 4 yrs
Start Date
Mar 19, 2023
Number of Positions:
10
Visa Sponsorship
No
Spoken Languages
English,Hindi,Telugu
Job Post Currency
Annual
₹35,000 - ₹100,000
REQUIRED SKILLS
PERMANENT
Annual Salary: ₹35,000 - ₹100,000
Job Description
Financial Advisor Responsibilities:
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Building and maintaining your client base.
Financial Advisor Requirements:
- Bachelor's degree in business, finance, or related field.
- 1-2 years of sales experience.
- Valid driver’s license.
- Experience providing quality financial advice.
Sectors
- Accounting & Finance
- Insurance
- Sales & Marketing
Shifts
- General Shift
About Company
Provurk IT Consulting Services is a Global Business Services Solutions company, Staffing& Recruitment Solutions are part of our Business and focused on providing and delivering the best resources with our experiences for businesses and consumers. We specialize in Big Data pool of resources to support our teams at IT Service Management, RPO Solutions, Artificial Intelligence, and Enterprise Applications & Managed Delivery Services & Industry Specific Solutions. Leveraging the insights gained from working on innovative solutions and disruptive technologies, Provurk IT Consulting Services to enhance business performance, accelerate its services from time-to- time to match with the market changes, harmonize Consumer Experiences and streamline their business operations. Provurk works with clients across different business sectors: Financial Services, Healthcare, Manufacturing, Hi-Tech, Media, Utilities, Public sector, Retail, Telecom, E-commerce & Logistics, and Higher Education.
Similar Jobs
Financial Planner
2 years ago
Financial Advisor
1 year ago
Financial Executive
1 year ago
Financial Adviser
1 year ago
Financial Advisor Work From Home
1 year ago