Financial Advisor

(1+ years exp)

₹50,000 – ₹75,000 • No equity

Published: 5 days ago

KAP Global Investment Services

Your Trusted Investment Advisor

11-50

Investment Advisor

Financial Consultant

India •

Full Time

Not Available

In office

Allowed

Investment Banking

Abhishek Bajpai

Meeting with clients to determine their financial objectives
Analyzing financial data to develop strategies for meeting clients' financial goals
Preparing or interpreting financial documents, investment performance reports, and income projections
Offering advice on products and services, including investments, debt management tools, and insurance coverage
Staying updated on industry trends
Referring clients to professionals who can help them