- Assessing Financial Situations: Evaluating clients financial statuses, including income, expenses, assets, and liabilities.
- Developing Financial Plans: Creating strategies for budgeting, saving, investing, and retirement planning.
- Investment Guidance: Recommending investment options based on clients risk tolerance and goals.
- Insurance Planning: Advising on life, health, and property insurance to protect against financial risks.
- Tax Planning: Offering advice on tax-efficient investment strategies and potential deductions.
- Retirement Planning: Helping clients prepare for retirement by recommending suitable retirement accounts and savings strategies.
- Monitoring and Adjusting Plans: Regularly reviewing and adjusting financial plans to align with changing goals and market conditions.
- Educating Clients: Providing information and resources to help clients make informed financial decisions.
Job Type: Full-time
Pay: 15,000.00 - 30,000.00 per month
Jadwal: - Day shift
Fixed shiftTunjangan: Provident Fund
Upah Tambahan:
Ability to commute/relocate:
- Ambattur, Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (Preferred)
Education:
- Higher Secondary(12th Pass) (Preferred)
Experience:
- total work: 1 year (Required)
Language:
Work Location: In person
+91 8838192507
