Financial Advisor-PNBMETLIFE

Description

We are seeking a motivated and passionate Financial Advisor to join our team at PNBMETLIFE. This role is ideal for freshers / entry-level candidates who are eager to start their career in financial services and help clients achieve their financial goals.

Responsibilities

• Provide financial planning and advisory services to clients.
• Analyze clients' financial situations and create tailored financial strategies.
• Recommend investment products and services based on clients' needs.
• Monitor clients' portfolios and suggest adjustments as necessary.
• Build and maintain strong client relationships to ensure satisfaction and retention.
• Stay updated on financial products, market trends, and regulatory changes.

Skills and Qualifications

Skills Required

Financial Analysis, investment strategies, Risk Assessment, Client Management, Market Research, Sales Techniques, Regulatory Compliance, Portfolio Management, Negotiation Skills