Financial Advisor

Company : EFU LIFE Assurance Company

Education : Minimum Bachelor

Financial Advisor duties and responsibilities

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include:

• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
• Securing stocks and bonds and establishing progressive savings accounts
• Moving money from accounts per industry and federal regulations
• Performing market research to stay current with financial trends
• Preparing financial documents, such as income projections and investment reports
• Maintaining compliance with all rules and regulations in the financial industry
• Identifying and pursuing potential clients to maintain a strong client base.

Job Type: Full-time

Pay: From Rs30,000.00 per month

Ability to commute/relocate:

• Hyderabad: Reliably commute or willing to relocate with an employer-provided relocation package (Required)

Education:

• Bachelor's (Required)

Work Location: On the road