Financial Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Chennai, Tamil Nadu
Work mode
Hybrid
Job type
Part time
Experience
2–5 yrs
Category
Wealth Management

Our client is seeking a Financial Consultant to guide clients in making informed investment decisions.

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About the role

As a Financial Consultant, you will work with clients to assess their financial needs and develop customized investment strategies. You will analyze market trends and provide insights that help clients achieve their financial goals. This part-time role allows for a hybrid work model, offering flexibility while ensuring you remain engaged with clients.

Ideal for professionals with a background in finance or investment, this position emphasizes relationship-building and strategic planning. Our client values initiative and offers a supportive environment to foster your growth and success.

What you'll do

  • Develop tailored investment strategies
  • Conduct financial assessments for clients
  • Monitor and analyze market trends
  • Build and maintain client relationships

What you'll need

  • Degree in Finance, Economics, or related field
  • Experience in financial consulting or wealth management
  • Strong communication skills

Skills

Strong analytical skills Excellent interpersonal skills Proficiency in financial software

Good to have

Certifications in financial planning Knowledge of investment products

Benefits

  • Flexible working hours
  • Performance-based incentives
  • Professional development opportunities

Interested in this role?

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

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Questions about this job

What are the key responsibilities?
You will assess client needs, develop investment strategies, and provide market analysis.
How many years of experience are required?
You should have 2 to 5 years of experience in finance or wealth management.
Is this position hybrid?
Yes, this position is hybrid, allowing for both remote and onsite work.
What is the salary range for this role?
The salary range is INR 40,000 to 70,000 per month.
How do 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

₹40,000–70,000 a month

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