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Financial Advisor

Aditya Birla Sun Life Insurance Company Limited

0 - 31 years

0 - 5 Lacs

Lalbagh, Lucknow

Posted:1 month ago| Platform: Apna logo

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Skills Required

planning budgeting communication management support

Work Mode

On-site

Job Type

Part Time

Job Description

Financial advisors assess the financial needs of individuals and help them with decisions on investments, tax laws, and insurance. Financial planning, Retirement planning, Builds and develops relationships with clients, Managing clients. Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments. The key skills of a financial advisor include financial literacy, understanding of financial planning, strong communication skills, trust-building, relationship management, and problem-solving ability. Strong communication and interpersonal skills. Analytical and problem-solving abilities. Ability to build and maintain relationships. Expertise in a specific field. Excellent organizational and time management skills. Ability to provide constructive feedback and support.

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Financial Advisor