1- Advising clients on their financial goals, including investment strategies, insurance needs, and retirement planning.2- Meeting with clients to understand their financial goals, risk tolerance, current financial situation (assets, debts, income), and investment knowledge. 3- Recommending suitable investment products, insurance solutions, and other financial services based on client needs and goals.

Experience

0 - 1 Years

No. of Openings

Education

Higher Secondary, B.C.A, B.Com, BDS, Any Bachelor Degree

Role

Finance Advisor

Industry Type

Banking / Financial Services / Stock Broking

Gender

( Male / Female )

Job Country

India

Type of Job

Full Time

Work Location Type

Work from Office

Face interview location

2nd floor, Aditya Birla Capital, Urbanac Business Park ,Vibhuti Khand, Gomtinagar Lucknow

Finance Advisor - Full Time - Freshers

Aditya Birla Sun Life Insurance

Job Description

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