i can do Financial Consultancy

By Abrar R.

Book Keeping, Social Media, Finance, Data Entry, Graphics
Pakistan

About This Service

Helps clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.
Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
Provides financial management information by preparing financial status analyses and reports.
Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Financial Consultant Skills:
Corporate Finance, Financial Diagnosis, Financial Operations, Financial Planning and Strategy, Financial Skills, Financial Software, Selling to Customer Needs, Informing Others, Financial Licenses, Analyzing Information , Business Knowledge

What seller need from the Buyer to get started?

Cost (billed to client) is Per Hour ($) and to be negotiate & to be managed

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Esitmated cost is $7.17 & delivery in 7 days

About The Seller

Abrar R. - Book Keeping, Social Media, Finance, Data Entry, Graphics, from Pakistan

I am Result oriented and proactive organized management professional with over 15 years' experience in Financial Institutions and Large Corporates; providing thorough and skillful support to department heads. Strong and proven record in Banking, Client Management, Operations management and Branch Management. Bilingual professional with a strong record of academic and hand-on work performance....

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What is freelance service?

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