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6 Leela Fincare Jobs
Financial Advisor
Leela Fincare
posted 2hr ago
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Job Description
Leela Fincare is looking for Financial Advisor to join our dynamic team and embark on a rewarding career journey
- Client Consultation: Meet with clients to discuss their financial goals, investment objectives, risk tolerance, and current financial situation
- Gather relevant information to assess their needs and understand their financial aspirations
- Financial Planning: Create comprehensive financial plans that address clients' short-term and long-term financial objectives
- Consider factors such as income, expenses, assets, liabilities, tax implications, and investment preferences
- Investment Advice: Recommend suitable investment strategies and products based on clients' risk profiles and financial goals
- Monitor and manage investment portfolios to ensure they align with clients' objectives and market conditions
- Retirement Planning: Assist clients in planning for retirement by analyzing potential income streams, estimating retirement expenses, and recommending retirement savings and investment strategies
- Tax Planning: Offer tax-efficient investment strategies and advice to help clients minimize their tax liabilities and optimize their financial outcomes
- Insurance and Risk Management: Evaluate clients' insurance needs, including life, health, disability, and long-term care insurance
- Recommend appropriate coverage to protect clients and their families against financial risks
Employment Type: Full Time, Permanent
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![Anand Rathi Global Finance Ltd. [Formerly - Rathi Global Finance Ltd.] logo](https://static.ambitionbox.com/alpha/company/photos/logos/anand-rathi-global-finance.jpg)
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