Financial Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹50,000–90,000 a month
Location
Ghaziabad, Uttar Pradesh
Work mode
Hybrid
Job type
Contract
Experience
3–7 yrs
Category
Fintech

In hand: about ₹45,000–81,200 a month after PF and income tax (estimate). How it's worked out

Our client is seeking a Financial Consultant to provide expert advice to clients and help them navigate their financial options.

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About the role

In the role of Financial Consultant, you will advise clients on investment opportunities and financial strategies to meet their goals. Your expertise will guide them through complex financial products while ensuring compliance with all regulations. This position offers a unique opportunity to work in a dynamic fintech environment, collaborating with a team of passionate professionals.

The ideal candidate will have a solid background in finance and a proven track record of successful client consultations. You will be responsible for building and maintaining relationships with clients, assessing their financial needs, and delivering tailored solutions. Our client values innovation and is committed to providing you with the tools needed for success in this evolving industry.

What you'll do

  • Advise clients on investment strategies and financial products.
  • Conduct financial assessments and develop personalized financial plans.
  • Stay updated on market trends and financial regulations.
  • Build and maintain strong client relationships.

What you'll need

  • Bachelor's degree in finance, economics, or a related field.
  • 3-7 years of experience in financial consulting.
  • Strong communication and interpersonal skills.

Skills

Sound knowledge of financial markets and products. Exceptional analytical and problem-solving skills. Excellent presentation and communication skills.

Good to have

Certifications such as CFA or CFP. Experience in a fintech environment.

Benefits

  • Flexible working hours and hybrid work options.
  • Performance bonuses and incentives.
  • Professional development and training 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 will be my main responsibilities as a Financial Consultant?
You will provide financial advice, assess client needs, and offer tailored financial solutions.
What are the qualifications required for this position?
A degree in finance or economics, along with 3-7 years of experience in a similar role.
Is this role full-time or contract?
This is a contract position with a hybrid work model.
What is the salary range for this position?
The salary ranges from INR 50,000 to INR 90,000 per month.
How can I apply for the Financial Consultant 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

₹50,000–90,000 a month

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