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Financial Advisor
Tanisa Visas Resources Private Limited

Financial Advisor

Tanisa Visas Resources Private Limited
2-10 Years
30 - 90 LPA
Quick Apply
  • Posted a month ago
  • Over 50 applicants have applied

Job Description

Description

We are seeking an experienced Financial Advisor to join our team in India. The ideal candidate will have 2-10 years of experience in financial planning and investment advisory services. This role involves working closely with clients to develop personalized financial strategies and providing ongoing support to help them achieve their financial goals.

Responsibilities

  • Provide financial planning services to clients based on their financial goals and risk tolerance.
  • Conduct comprehensive financial needs assessments for individuals and businesses.
  • Develop customized investment strategies and portfolios for clients.
  • Monitor and review clients financial plans and investment performance regularly.
  • Educate clients on various financial products and services, including insurance, mutual funds, and retirement plans.
  • Maintain strong relationships with clients and ensure high levels of customer satisfaction.
  • Stay updated on market trends, financial products, and regulatory changes that may affect clients investments.

For Assistance call @ Reena 8929999306

Spotlight

  • Office cab/shuttle, Joining goodies, Free meal, Recreational activities

Chartered Accountancy (C.A), Master of Accounting, Master of Tax Accounting, Chartered Accountancy Inter (C.A Inter), Master of Professional Accountancy (MPA), Bachelor of Commerce (B.Com), Master of Commerce (M.Com)

Last Updated: 25-08-2026 06:39:30 AM

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