We are seeking a motivated Financial Consultant to join our team in Anna Nagar. This part-time position allows you to work from home, making it a flexible opportunity for individuals with a passion for finance.
••Key Responsibilities:••
- ••Client Consultation:•• Meet with clients virtually to understand their financial goals and needs, providing tailored advice to help them achieve their objectives.
- ••Financial Planning:•• Assist in creating customized financial plans based on clients' current situations and future aspirations, focusing on budget management, savings, and investments.
- ••Market Research:•• Stay updated on current financial trends and market conditions to provide informed recommendations to clients.
- ••Documentation:•• Prepare necessary financial documents and reports, ensuring accuracy and confidentiality while maintaining a clear communication of strategies.
- ••Client Follow-up:•• Regularly check in with clients to review their financial progress and adjust plans as necessary, building strong, trustworthy relationships.
••Required Skills and Expectations:••
- ••Basic Financial Knowledge:•• Familiarity with financial concepts is essential. Prior experience is not required, but a willingness to learn is crucial.
- ••Communication Skills:•• Strong verbal and written communication skills are necessary to explain financial concepts in an easy-to-understand manner.
- ••Analytical Skills:•• Ability to analyze and interpret financial data to make sound recommendations for clients.
- ••Integrity and Confidentiality:•• Must handle sensitive financial information with discretion and maintain clients' trust at all times.
- ••Self-Motivated:•• Ability to work independently, manage time effectively, and meet deadlines while working from home. Experience 0 - 1 Years No. of Openings 30 Education 10th Pass Role Financial Consultant Industry Type Banking Gender [ Male / Female ] Age Limit 18 - 40 Yrs. Job Country India Type of Job Part Time Work Location Type Work from Home Benefits include Flexible Working Hours, Weekly Payout, Overtime Pay, Annual Bonus
Other Details
It is a Part Time Sales / Business Development job for candidates with 0 - 1 years of experience.
More about this Finance Advisor job
Can freshers or experienced candidates apply for this Finance Advisor role?
Ans : Candidates who have All Education levels with 0-1 years of experience can apply for this Finance Advisor role.
How much can you earn in this position?
Ans : You can earn between ₹20,000-₹40,000 per month in this Finance Advisor position.
What are the working days and timings for this job?
Ans : This Finance Advisor job has 6 days working days and timings from 09:00 AM - 06:00 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Anna Nagar, Chennai.
How many openings are available for this position?
Ans : There are 30 openings available for this position.
Is this job open for all genders?
Ans : Yes, this Finance Advisor job is open for both male and female candidates.
Where is this job located?
Ans : This Finance Advisor job is located in Anna Nagar, Chennai.
Why should you apply for this Finance Advisor job?
Ans : This Finance Advisor job offers a salary between ₹20,000-₹40,000 per month. This is a Part Time opportunity and has 30 openings available.
A Naukri Group company
LoginHire Local Staff
20,000 - 40,000 /month
Icici Bank
Anna Nagar, Chennai
0 - 1 years Experience in Sales / Business Development
Part Time
