We are looking for a highly motivated and experienced Financial Advisor to join our team. The ideal candidate will be passionate about financial planning and have a deep understanding of financial markets and financial planning theories. As a Financial Advisor, you will be responsible for providing personalized advice and guidance to clients, developing investment strategies, asset allocation, debt restructuring etc. Key Responsibilities: Client Engagement: - Develop and maintain strong relationships with clients, understanding their unique financial needs and goals. - Provide personalized advisory services, including ESOP diversification, investment recommendations, and tax-efficient planning. Financial Planning & Strategy: - Create, review, and optimize financial plans tailored to each clients profile. - Analyse client portfolios and recommend rebalancing strategies to maximize returns and minimize risks. Market Analysis & Product Knowledge: - Stay updated on market trends, economic factors, and financial products to provide informed and timely advice. - Understand and recommend products, including mutual funds, stocks, bonds, and alternative investments, based on client profiles and risk tolerance. Sales & Business Development: - Work towards achieving individual and team business targets - Identify potential high-net-worth clients and support growth initiatives within the firm. Compliance & Documentation: - Ensure all client interactions, transactions, and recommendations comply with regulatory standards. - Maintain detailed and accurate client records, updating portfolios and capturing key decision points. Key Requirements: - Excellent interpersonal skills with the ability to build strong relationships - Proficient User of Microsoft Excel and PowerPoint - Good command over English, both conversation and written correspondence (email etc). - Should be confident and presentable with strong analytical and problem-solving skills. - Desire to learn, explore and grow in the finance domain.

Mumbai

Fintoo - Financial Advisor 

Job Description for Fintoo - Financial Advisor  in Fintoo in  Mumbai for (0-2) years of experience. Apply Now!