Financial Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Mysuru, Karnataka
Work mode
Hybrid
Job type
Full time
Experience
2–5 yrs
Category
Wealth Management

In hand: about ₹36,000–72,100 a month after PF and income tax (estimate). How it's worked out

Become a pivotal part of our client's wealth management team as a Financial Consultant, driving personalized financial solutions for clients.

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About the role

In this role, you will advise clients on investment strategies, financial planning, and wealth preservation. You will work closely with clients to assess their financial needs and tailor solutions that align with their goals. The position is ideal for someone passionate about finance and client relations, with a proven track record in wealth management. You will join a supportive team that values innovation and client success.

Your responsibilities will involve regular client meetings, portfolio management, and staying up-to-date with market trends. This role offers a hybrid work environment, combining remote flexibility with in-office collaboration, allowing you to balance work-life effectively while engaging with clients and team members.

What you'll do

  • Advise clients on financial planning and investment strategies.
  • Manage and monitor client portfolios.
  • Conduct market research to inform investment decisions.
  • Build long-lasting client relationships through trust and transparency.

What you'll need

  • Bachelor's degree in finance, economics, or related field.
  • 2-5 years of experience in wealth management or financial consulting.
  • Strong analytical and communication skills.

Skills

Financial analysis and portfolio management. Excellent interpersonal and communication skills. Proficiency in financial software and tools.

Good to have

Knowledge of taxation and regulatory compliance. Experience with client relationship management systems.

Benefits

  • Flexible working hours and hybrid work model.
  • Performance bonuses and incentives.
  • Continuous 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 main responsibilities of a Financial Consultant?
You will advise clients on investment strategies, manage portfolios, and develop personalized financial plans.
Is this position remote or onsite?
This role is hybrid, allowing flexibility between remote work and in-office collaboration.
What qualifications are required for this role?
A degree in finance, business, or a related field with relevant experience in wealth management is preferred.
What is the salary range for this position?
The salary range is between INR 40,000 and INR 80,000 per month, depending on experience.
How can I apply for this job?
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

₹40,000–80,000 a month

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