Financial Advisor

  • Charni Road, Opera House, Girgaon, Mumbai, Maharashtra, India
  • Feb 09, 2021
Full time Accounting Business Development Consultant Finance Legal

Job Description


  • Determine our expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Preparing financial plans and strategies and giving financial advice.
  • Advising strategies in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Reviewing accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for the company.
  • Managing and updating company portfolios.


  • Bachelor degree in business, finance or related field.
  • 3-5 years of sales experience.
  • Knowledge of mutual fund, securities, and insurance industries.
  • Proficient in Word, Excel, Outlook, and PowerPoint.
  • Comfortable using a computer for various tasks.
  • Experience providing quality financial advice.

Salary is based on experience.