Financial Advisor R&V teleperformance pvt ltd
R&V teleperformance pvt ltd
Office Location
Full Time
Experience: 3 - 3 years required
Pay:
Salary Information not included
Type: Full Time
Location: Lucknow
Skills: Financial planning, Financial advisory, Investments, Retirement Planning, Analytical skills, Communication skills, Interpersonal Skills
About R&V Teleperformance Pvt Ltd
Job Description
You will be working as a full-time Financial Advisor at R&V Teleperformance Pvt Ltd, situated in Lucknow. Your primary responsibilities will include offering expert financial guidance to clients regarding financial planning, retirement planning, and investment management. You will be tasked with creating customized financial plans, conducting regular reviews of financial goals, keeping abreast of the latest trends and regulations in the financial industry, and meeting with clients to understand their financial objectives while presenting suitable options. To excel in this role, you should possess expertise in Financial Planning and Financial Advisory, proficiency in Investments and portfolio management, experience in Retirement Planning and designing retirement strategies, strong analytical abilities to evaluate financial markets, excellent communication skills, and interpersonal skills. You should be capable of working effectively under pressure, meeting deadlines, and holding relevant certifications like CFP (Certified Financial Planner) would be advantageous. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is also required.,