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| Job Location | Lucknow |
| Education | Not Mentioned |
| Salary | Rs 1.0 - 2.0 Lakh/Yr |
| Industry | IT - Software |
| Functional Area | General / Other Software |
| EmploymentType | Full-time |
ResponsibilitiesThere are two different types of financial adviser and advice:independentrestricted.Independent advisers, also called independent financial advisers (IFAs), research and consider all retail investment products or providers available to meet the clients needs. They must provide clients with unbiased and unrestricted advice.Restricted advisers only offer limited advice, focusing on a particular range of products or on products from one, or a limited number, of providers.All advisers must inform their clients, before providing advice, whether they provide independent or restricted advice.Your tasks will vary depending on your role but will typically involve:contacting clients and setting up meetings, either within an office environment or in clients homes or business premisesconducting in-depth reviews of clients financial circumstances, current provision and future aimsanalysing information and preparing plans best suited to individual clients requirementscompleting risk analysesresearching the marketplace and providing clients with information on new and existing products and servicesdesigning financial strategiesassisting clients to make informed decisionsresearching information from various sources, including providers of financial productsreviewing and responding to clients changing needs and financial circumstancespromoting and selling financial products to meet given or negotiated sales targetsnegotiating with product suppliers for the best possible ratesliaising with head office and financial services providerscommunicating with other professionals, such as estate agents, solicitors and valuerskeeping up to date with financial products and legislationproducing financial reportscontacting clients with news of new financial products or changes to legislation that may affect their savings and investmentsSalary1 Lac To 1 Lac 75 Thousand P.A.IndustryBanking / Investments / Stock Market / Financial ServicesWork Experience0 - 1 YearsQualificationOther Bachelor Degree,
Keyskills :
salesmarketingfinancelife insuranceinsurancestock marketestate agentsfinancial servicesfinancial productsinvestment productslegislative relationsriskretailsalaryinformbankingsellingreviewssavingsres