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Financial Advisor
Arvind consultancy
Posted
yesterday

Udupi, Karnataka, India

Onsite

INR 30K

Full Time

Job Categories

Finance Advisory Consulting Sales Customer

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Sema Summary

The Financial Advisor position at Arvind Consultancy in Udupi involves advising clients on investment strategies and financial planning. As a full-time on-site role, candidates are expected to demonstrate strong analytical skills and an understanding of financial markets. While specific experience requirements are not listed, candidates should be prepared for a customer-facing role. This position offers a competitive salary and the opportunity to work in a supportive environment.

About Company

Arvind Consultancy is a financial advisory firm dedicated to helping clients achieve their financial goals through personalized investment advice and strategies.

Core Requirements

Knowledge of financial markets
Strong communication skills
Client relationship management
Analytical thinking
Bachelor's degree in finance or related field

Responsibilities

Advise clients on investment options
Assess financial needs and goals
Create financial plans for clients
Monitor clients' financial portfolios
Build and maintain client relationships
Stay updated on financial regulations
Prepare reports on financial performance

Must Have skills

Analytical skillsCommunication skillsFinancial planningClient managementInvestment knowledge

Nice To Have Skills

Sales skillsProblem-solvingTime managementNegotiation skillsNetworking skills

Job Keywords

investmentfinancial planningclient advisoryfinancial marketsconsulting

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