Financial Advisor

We are looking out financial enthusiasts for the position of the financial advisor in our company. The candidate must have impeccable interpersonal and communication skill. He/she will spend time with senior-level management and clients to strategize and plan their financial objective. The candidate must be able to foresee risk tolerance and then recommended an appropriate financial plan accordingly. The candidate must be updated with the market trends in the financial sector.

If you think you have analytical and critical thinking ability and you can devise a meticulous financial plan and provide timely advice to our company as well as customers then, you should surely apply for the post.

Roles & Responsibility

  • Communicating with clients and understanding their expenses, financial goals, tax status etc to devise a cohesive financial plan.
  • Answer the queries of the clients concerning financial plans and strategies and provide them with suitable financial advice.
  • Regularly review client accounts and plans to understand if the economic changes will have an impact on financial performance.
  • Analyze financial data received from the clients and develop a strategy.
  • Preparing financial summaries, reports, investment performance reports, income projection etc.
  • Managing and updating client portfolios.
  • Build and maintain client database.
  • Contact clients to discover changes in their financial status and provide the necessary financial advice.
  • Implement financial plans and strategies
  • Advise strategies to the client based on their existing expenses, investment plan, cash management and aid them to reach their financial objectives.

Qualification, Experience & Expertise

  • Bachelor or master’s degree in business, finance or related field.
  • Proven experience of 1-2 years as a financial advisor or similar profile
  • Sufficient Knowledge of mutual fund, securities, and insurance industries.
  • Proficiency in Word, Excel, Outlook, PowerPoint and analytical tools
  • Comfortable using a computer and other systems to perform various tasks.
  • Experience providing quality financial advice to the clients and management.
  • Must be acquainted with financial compliance issues and matters.

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    Business Agreements and Documents
  1. Non-Disclosure Agreement (NDA) with Service Provider or Contractor
  2. Agreement with Contractor or Service Provider
  3. Employment Agreement
  4. General Purpose Business Lease Agreement
  5. No Objection Certificate (NOC) for use of Premises as Registered Office
  6. Business Correspondence
  7. Template: Thanking a Customer for Placing an Order on your Store
  8. Template: Following Up on an Unanswered Email
  9. Template: Follow Up Email to a Prospect after Sending a Quotation
  10. Template: Meeting Confirmation Email
  11. Template: Requesting Product Samples from a Company
  12. Template: Mail to College Requesting Student For Internship
  13. Template: Schedule a Business Meeting
  14. Template: Schedule a Meeting after a Sales Call
  15. Template: Franchise Request Letter
  16. Template: Domain Name Inquiry for Purchase
  17. Template: B2B Letter asking for Product Details and Pricing
  18. Template: Asking Customer for Feedback regarding Customer Support Experience
  19. Template: Requesting a Customer for a Review about our Products or Services
  20. Template: Apology to Customer for Faulty Product Delivery
  21. Template: Apology to Customer for Delay in Product Delivery
  22. Template: Apology to Customer for Delayed Enquiry Response
  23. Template: Apology to Customer for Bad Customer Support
  24. Template: Apology to Customer for Server Outage
  25. Template: Requesting Product Pricing from a Company
  26. Template: Payment Reminder – Final Notice with Legal warning
  27. Template: Payment Reminder – After Due Date
  28. Template: Payment Reminder – Before Due
  29. Template: Payment Reminder – Due Today
  30. Template: Requesting Payment of Outstanding Balance
  31. Template: Acknowledging and Thanking for Payment
  32. Template: Cover Letter for Quotation
  33. Template: Website Down or Unavailable Notice
  34. Template: Website or Server Restoration Notice
  35. Template: Scheduled Website or Server Maintenance Notice
  36. Template: Completion of Scheduled Website or Server Maintenance
  37. Template: Announcing Launch of Company Website
  38. Template: Thanking Someone for Referring a Client
  39. Template: Recommendation Letter to a Freelancer
  40. Template: Recommendation Letter to a Contractor
  41. Template: Recommendation Letter to a Former Employee
  42. Company Descriptions
  43. Content for a Newspaper Publishing Company
  44. Content for an Interior Designing Company
  45. Content for an Advertising and Branding Agency
  46. Content for a Commercial Kitchen Equipment Supply Company
  47. Content for a Property Development Company
  48. Content for a Packing and Moving Company
  49. Content for a Content Creation Company
  50. Content for a Digital Consultation Company
  51. Content for a Web Design Company
  52. Content for a Graphic Design company
  53. Content for a Food Production Company
  54. Content for an Engineering Services company
  55. Content for a Construction Company
  56. Content for a Car Dealer or Showroom
  57. Content for a College
  58. Content for a Supermarket, Shopping Center or Mall
  59. Content for a School
  60. Content for a Taxi Service Company
  61. Content for a Law Firm
  62. Content for a Marketing Agency
  63. Content for a Software or IT Company
  64. Content for a Hotel or Resort
  65. Content for a News Aggregator or Agency
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  67. Content for a General Purpose Company – 5
  68. Content for a General Purpose Company – 4
  69. Content for a General Purpose Company – 3
  70. Content for a General Purpose Company – 2
  71. Content for a General Purpose Company – 1
  72. HR Policies
  73. Company Security Policy
  74. Use of Company Resources Policy
  75. Disciplinary Policy
  76. Employee Benefits Policy
  77. Employee Promotion Policy
  78. Employee Performance Appraisal Policy
  79. Employee Code of Conduct Policy
  80. Leave and Holiday Policy
  81. Employee Attendance Policy
  82. Exit Policy
  83. Sick Leave Policy
  84. Anti-Sexual Harassment Policy
  85. Job Descriptions
  86. Business Analyst
  87. Project Coordinator
  88. Relationship Manager
  89. Human Resource Manager
  90. Data Engineer
  91. Office Administrator
  92. Sales Manager
  93. Purchase Manager
  94. Customer Support Executive
  95. Secretary
  96. Business Development Executive
  97. Graphic Designer
  98. Video Editor
  99. Web Designer
  100. Office Assistant
  101. Sales Marketing Executive
  102. Office Manager
  103. Receptionist / Front-desk Executive
  104. Telecaller (Full Time)
  105. Telecaller (Part Time)
  106. Content-Writer
  107. Digital Marketing Executive
  108. IT Support Engineer
  109. System Administrator
  110. Data Entry Operator
  111. Accountant
  112. Help Desk Executive
  113. Financial Advisor
  114. Market Research Analyst
  115. Retail Sales Executive
  116. Surveys
  117. Employee Exit Interview Survey
  118. Website Usability Survey
  119. Employee Training Evaluation Survey
  120. Customer Satisfaction Survey
  121. Feedback about Customer Support Received – 10 Questions
  122. Employee Satisfaction Survey with 25 Questions
  123. Post Interview Candidate Feedback Survey