- Rojgaar Mela
- Closed
financial advisor
A S WORD GROUP Agent Posted 20 Feb 2026
- Salary
- ₹15,000 /month
- Job location
- Agra & Across Uttar Pradesh
- Experience
- Up to 5 years
- Openings
- 500
About the role
Key Roles and Responsibilities
Goal Setting and Assessment: Understanding client financial objectives, such as retirement planning, buying a home, or wealth management.
Investment Portfolio Management: Analyzing market trends, creating investment strategies, and selecting appropriate assets.
Financial Planning: Creating comprehensive plans covering budgeting, debt management, tax optimization, and estate planning.
Retirement Planning: Estimating future income needs, conducting retirement needs analysis, and implementing strategies like annuities.
Risk Management: Advising on insurance needs to protect against potential financial risks.
Client Monitoring and Education: Regularly reviewing portfolio performance, conducting client meetings, and educating clients on financial opportunities
Essential Skills for the Role
Interpersonal and Communication Skills: Building trust, actively listening to clients, and explaining complex concepts.
Analytical Thinking: Evaluating financial data and market trends to make sound recommendations.
Ethical Conduct: Acting in the client's best interest (fiduciary duty) and maintaining confidentiality
Mandatory Requirements
√ Bike
√ Smartphone.
Target of 2 lakhs in a month. Business login mandatory for self sourcing.
Required Documents
Graduation Certificate
10TH , 12th Standard Certificate
(Candidate must be capable and suitable for the work)
- Aadhaar card
- PAN card
- Mobile number
- Email ID
- Bank passbook or copy of cancelled cheque
- Nominee details, including relatives
Skills
- Banking/Insurance Sector
Who can apply
- Eligible qualificationsGraduate, Post Graduate
- Age limit20 – 40 years
- ExperienceUp to 5 years
- SubjectAgent
- Open toMen, Women
How to apply
-
1
Online application
Submit your application on this page before 03 Oct 2026.
-
2
Random Selection
The employer reviews applications and contacts shortlisted candidates.
-
3
Track your application
See every update under My Applications in your account.
Required Documents
Download official notification (PDF)FAQs
Who can apply?
Eligible qualifications: Graduate, Post Graduate. Age limit: 20 – 40 years. Experience: Up to 5 years.
What is the last date to apply?
Last date: 03 Oct 2026
How do I apply?
Apply online on this page. Sign in, complete your profile, and submit before the last date.
