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For Financial Planner

Company:
INSPIRESOLUTIONS
Location:
Chennai, Tamil Nadu, India
Salary:
10,000-20,000
Posted:
July 01, 2020

Description:

Prepare sound financial plans to ensure clients meet their goals

Advise clients on current financial issues and make recommendations

Generate new business and build relationships

Analyze clients’ financial statuses (e.g. income, expenses and liabilities)

Examine and suggest financial opportunities (e.g. insurance plans, investments)

Develop sound plans and budgets for clients

Customize financial plans according to clients’ changing needs

Help clients implement their plans and carry out transactions

Present and sell suitable financial products and services

Find and approach prospective clients

Build strong relationships to retain existing clients

Maintain updated knowledge of regulations, practices and financial products

Apply