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Senior Financial Consultant Job Openings In Indore

[0-3 Year(s) Exp]
Ripples Advisory Pvt.Ltd.
Experience : 0-3 Years
Job Type : full-time
Key skills : Business Analyst 
Job Description :

Financial Consultant Job Duties:

Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.

Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.

Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.

Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.

Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.

Provides financial management information by preparing financial status analyses and reports.

Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.

Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Role Category: financial and banking
Educational Qualification: Not Specified
Functional Area: Business Analysis
Vacancies : 30
Job Posted On Apr. 04, 2018
Last Date To Apply May 4, 2018
Company Details
Company Name :

Ripples Advisory Pvt.Ltd.

Company Address :

6th Floor, Shagun Arcade, No: 601,602, Vijay Nagar Square, Indore, Madhya Pradesh 452010

Company Website : www.ripplesadvisory.com
Company Profile :

We do provide solutions to the wealth related queries like Stock options tips, Stock future, NSE BSE, share market etc. Our firm strives to provide the client with maximum satisfaction. Ripple Advisory Pvt Ltd struggles to get the accurate status for our clients

 

Venue Location: Not Specified

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