Financial Advisor- Part Time Job/ Work from Home in Pune

Pune, Jobs & Services
 ₹  0

Dattatray Pawar

Contact details

+91 7756018853

Dattatray Pawar

Contact details

+91 7756018853

Description

Provide clients with advice on financial matters, making recommendations on ways to best utilise their money. 
The role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.
Advisers may specialise in particular products, depending on their clients, e.g. selling employee pension schemes to companies or offering mortgage, pensionProvide clients with advice on financial matters, making recommendations on ways to best utilise their money. 
The role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.
Advisers may specialise in particular products, depending on their clients, e.g. selling employee pension schemes to companies or offering mortgage, pension or investment advice to private clients. 
Others are generalists, offering advice to clients in all of these areas, plus savings plans and insurance.
In order to give financial advice, advisers must have professional qualifications and follow strict financial industry rules or investment advice to private clients. 
Others are generalists, offering advice to clients in all of these areas, plus savings plans and insurance.
In order to give financial advice, advisers must have professional qualifications and follow strict financial industry rules

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Financial Advisor- Part Time Job/ Work from Home

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