Financial Advisor

Punjab National Bank MetLife

Time    :  10.00am - 6.00pm

AGE.      : 18 to 30 years

Edu Qual.  : 12 to any degree

Work.      : Work From Office

• Fresher and Experience both can apply.
• NO CONSULTANCY, NO HIDDEN CHARGES
• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.