Financial Consultant

BFSI Jobs · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹50,000–80,000 a month
Location
Bengaluru, Karnataka
Work mode
Hybrid
Job type
Full time
Experience
2–5 yrs
Category
Fintech

In hand: about ₹45,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join our fintech team as a Financial Consultant, where you'll help clients navigate their financial journeys with tailored solutions.

Apply now
Report this job

About the role

As a Financial Consultant, you will engage with clients to provide expert advice on financial products and services. Your role involves analyzing client needs, developing strategic financial plans, and ensuring the delivery of exceptional service. This position is ideal for individuals who thrive in a dynamic environment and enjoy building relationships with clients. Collaborate with a passionate team dedicated to empowering clients to achieve their financial goals through innovative fintech solutions.

The successful candidate will have a strong background in finance and excellent communication skills, making it easy to convey complex financial concepts to clients. You will also participate in continuous learning opportunities, enabling your professional growth in the fast-paced fintech landscape.

What you'll do

  • Analyze client financial needs and recommend appropriate products.
  • Develop and implement financial strategies tailored to client goals.
  • Maintain strong client relationships through regular follow-ups.
  • Stay updated with market trends and financial regulations.

What you'll need

  • Bachelor's degree in Finance, Economics, or a related field.
  • 2-5 years of experience in financial consulting or related roles.
  • Strong analytical and communication skills.

Skills

Strong analytical skills. Excellent interpersonal and communication abilities. Proficiency in financial modeling and analysis.

Good to have

Knowledge of fintech solutions. Experience with CRM software. Understanding of investment strategies.

Benefits

  • Flexible working hours and hybrid work culture.
  • Opportunities for continuous professional development.
  • Competitive salary with performance-based bonuses.

Interested in this role?

It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.

Apply now

Financial Consultant jobs in other cities

Panaji Bilaspur Nanded Pune Udaipur Meerut Warangal Dehradun Faridabad

Questions about this job

What are the primary responsibilities of a Financial Consultant?
You will analyze client financial needs, offer tailored solutions, and maintain ongoing client relationships.
Is this role remote or onsite?
This is a hybrid role, allowing for both remote and onsite work.
What qualifications do I need to apply?
Click "Apply Now" on this page to apply through BFSI Jobs. BFSI Jobs is recruiting for this role on behalf of a client employer.
What is the salary range for this position?
The salary ranges from INR 50,000 to INR 80,000 monthly, depending on experience.
How can I apply for this position?
Click "Apply Now" on this page to apply through BFSI Jobs. BFSI Jobs is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Consultant

₹50,000–80,000 a month

Apply