• Urgent Hiring for Finance Advisor Jobs in Delhi,India - 24971065

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  • 1 - 2 Years
  • Posted : above 1 month

Job Description:

We are looking for talented Sales & Marketing Person for the post of  Finance Advisor officer (M) to contribute in Sales & Marketing with MNC & PSU BANKS, for HOME LOAN & LAP We will provide leads & they shold have ability to convert Leads into sales 

 

 


  • 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

  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan

  • 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

  • Implementing financial plans or referring clients to professionals who can help them

  • Managing and updating client portfolios

  • Contacting clients regularly to discover changes in their financial status

  • Building and maintaining your client base




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    Profile Summary:

    Employment Type : Full Time
    Eligibility : Any Graduate
    Industry : Banking, Financial Services/Stockbroking
    Functional Area : Finance, Sales/Business Development
    Role : Loan/Mortgage,Retail Finance,Direct/Commiss ion Sales,Te
    Salary : Rs 1.45 - 2.40 Lacs p.a.
    Deadline : 06th May 2020

    Key Skills:

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