Financial Consultant

Financial Consultant Interview Questions and Answers for Freshers

Updated 21 Aug 2024

Q1. Who is a financial consultant?

Ans.

A financial consultant is a professional who provides financial advice and guidance to clients based on their financial goals and situation.

  • Provides advice on investments, taxes, insurance, retirement planning, and other financial topics

  • Helps clients create financial plans to achieve their goals

  • May specialize in areas such as estate planning, risk management, or investment management

  • Works with individuals, businesses, or organizations

  • Requires strong analytical and communicati...read more

Q2. What is insurance ?

Ans.

Insurance is a financial product that provides protection against financial losses resulting from unexpected events.

  • Insurance involves paying a premium to an insurance company in exchange for coverage against specified risks.

  • Types of insurance include health, life, auto, home, and disability insurance.

  • Insurance helps individuals and businesses manage risk by transferring it to the insurance company.

  • Claims are made when a covered event occurs, and the insurance company pays ou...read more

Financial Consultant Jobs

Oracle Applications Financial Consultant 10-18 years
Oracle
3.7
Hyderabad / Secunderabad
AVP - Premier Financial Consultant 5-10 years
HSBC electronic data processing india pvt ltd
4.0
Mumbai
Hiring For Finance Consultant 6-11 years
Wipro
3.7
Singapore
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