Financial Advisor

Bringle AcademyMumbai
Accounting and Finance
5K - 10K
03 March 2017
1

Internship Description

1. Comprehensive Financial Planning 2. Personal Planning Analysis 3. Asset & Income Protection 4. Wealth Management for Corporates 5. Education Funding 6. Investment & Advisory Services 7. Trust Services 8. Angel Financing 9. Venture Capital Funding 10.Business Needs Analysis 11.Employee & Executive Benefits Qualifications: 1. Strong interpersonal and networking skills 2. Self-starter and highly motivated 3. Track record of outperforming peers 4. Ability to develop lasting, meaningful relationships as well as influence others 5. Goal oriented at an individual and team level. 6. Proficiency in MS-office 7. Strong attention to detail and confidentiality

Responsibilities

1. Offer a personalized approach to providing customized solutions tailored to each client’s long term financial goals and objectives. 2. Provide needs-based analysis to help ensure the client’s needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, longterm care insurance, annuities and investments. 3. Create a referral based practice to build your clientele.

About Company

Sudhaansh Enterprise is looking for Interns, Full Time & Part Time professionals in various categories like Sales, Marketing, Finance, Technology, Operations, Human Resource, Branding, Public Relations, Website Maintainence, Content Management, Customer Service Executives globally in Industries like Finance and Investment, Health and Wellness, Real Estate, Technology and Innovations, Internet Of Things (IOT), Education and Career, Travel and Shopping.

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