Financial Adviser

Location

Lucknow | India

Job description

Aditya Birla Capital is a renowned financial services company dedicated to providing comprehensive solutions to its clients. With a strong commitment to delivering high-quality products and services, Aditya Birla Capital has built a reputation for excellence in the industry. As a Financial Adviser at Aditya Birla Capital, you will have the opportunity to work with a dynamic team of professionals and contribute to the growth and success of the company.

As a Financial Adviser, your primary responsibility will be to provide expert financial advice and guidance to clients. You will work closely with clients to understand their financial goals and objectives and develop customized strategies to help them achieve these goals. In addition, you will be responsible for analyzing market trends and economic indicators to provide clients with up-to-date and accurate information. By offering personalized financial solutions and building long-lasting relationships, you will play a critical role in helping clients make informed decisions and improve their financial well-being.

Responsibilities

• Identify and understand clients' financial goals and objectives
• Develop personalized financial plans and investment strategies for clients
• Provide expert advice on a wide range of financial products and services, including insurance, mutual funds, and retirement planning
• Stay up-to-date with market trends, economic indicators, and regulatory changes
• Monitor and review client portfolios to ensure they are aligned with their investment objectives
• Conduct financial analysis and risk assessments to identify potential opportunities and threats
• Collaborate with other team members to provide comprehensive financial solutions to clients

Requirements

• Bachelor's degree in finance, economics, or a related field
• Minimum of 3 years of experience in financial advisory or wealth management
• Proven track record of delivering exceptional client service and achieving sales targets
• Strong knowledge of financial products and services
• Excellent communication and interpersonal skills
• Ability to work effectively in a fast-paced and dynamic environment
• Professional certifications such as CFP or CFA are preferred

Benefits

Insensitive, bonus, travels allowance, provident fund, helth insurance, Life insurance

Job tags

Salary