Financial Advisor
Angelone Limited FranchiseeFixed
₹15,000 - ₹18,000
Average Incentives*
₹3,000
Earning Potential
₹21,000
Fixed
₹15,000 - ₹18,000
Average Incentives
₹3,000
Earning Potential
₹21,000
You can earn more incentive if you perform well
Job highlights
2 applicants
Benefits include: Mobile Allowance, Laptop, 5 working days
Job Description
- Key ResponsibilitiesUnderstand clients’ financial goals, income, expenses, risk tolerance, and investment objectives.
- Provide financial planning and advisory services based on clients’ needs.
- Recommend suitable financial products, investment options, insurance, retirement plans, and wealth management solutions, as applicable.
- Develop personalized financial plans to support clients’ short-term and long-term goals.
- Monitor clients’ financial portfolios and recommend adjustments when required.
- Explain financial products, investment risks, returns, fees, and market trends to clients.
- Build and maintain long-term relationships with existing and prospective clients.
- Identify new business opportunities and achieve assigned sales or client acquisition targets, where applicable.
- Maintain accurate client records, financial reports, and documentation.
- Ensure compliance with company policies and applicable financial regulations.
- Stay updated on financial markets, investment products, and industry developments.
Job role
Job requirements
About company
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Dr Archana'S Dental CareYou can expect a minimum salary of 15,000 INR and can go up to 21,000 INR. The salary offered will depend on your skills, experience and performance in the interview.
The candidate should have completed Post Graduate degree and people who have 0 to 1 years are eligible to apply for this job. You can apply for more jobs in Bengaluru to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Only Female candidates can apply for this job.
No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Bengaluru at apna.
No work-related deposit needs to be made during your employment with the company.
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The last date to apply for this job is 13 Nov 2026. For more details, download apna app and find Freshers jobs in Bengaluru . Through apna, you can find jobs in 64 cities across India. Join NOW!