About the role
In this role, you will work closely with clients to assess their financial needs and provide tailored advice on investments, savings, and risk management. You will analyze financial data, prepare reports, and help clients make informed decisions to achieve their financial goals. The position is ideal for individuals who are passionate about finance and enjoy working in a consultative capacity. Our team values collaboration and offers a flexible working environment to support your professional growth.
What you'll do
- Conduct financial assessments for clients.
- Provide personalized financial planning advice.
- Prepare financial reports and presentations.
- Stay updated on 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 advisory roles.
- Strong analytical skills.
Skills
Strong interpersonal and communication skills.
Proficiency in financial analysis and reporting.
Ability to build client relationships.
Good to have
Experience in investment planning.
Knowledge of regulatory standards.
Benefits
- Flexible working hours.
- Opportunity to work with diverse clients.
- Ongoing training and development.
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 main responsibilities of this role?
You will assess client financial needs and provide tailored advice on investments.
What qualifications are required?
A degree in finance or related field is preferred.
What is the work mode for this position?
This is a hybrid role with both remote and onsite work.
What is the salary range for this position?
The salary ranges from INR 25,000 to INR 40,000 monthly.
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.
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