About the role
In the role of Financial Planning Consultant, you will work closely with clients to develop personalized financial strategies. You will analyze clients' financial situations, provide investment advice, and help them with retirement planning. This position is well suited for professionals who are passionate about financial planning and enjoy working directly with clients. Our client offers a flexible working environment and values the contributions of each consultant.
What you'll do
- Create financial plans for clients
- Provide investment and retirement advice
- Build and maintain client relationships
What you'll need
- Bachelor's degree in Finance or related field
- 2-5 years of experience in financial planning
- Certification in financial planning preferred
Skills
Strong analytical skills
Excellent communication
Client relationship management
Good to have
Knowledge of investment strategies
Sales experience
Benefits
- Flexible work environment
- Performance bonuses
- Professional development support
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 does this role entail?
You will analyze clients' finances and develop personalized financial strategies.
Is this a permanent position?
This is a contract position with the possibility of extension based on performance.
What is the salary for this role?
The salary ranges from INR 50,000 to INR 80,000 per month.
Listing last updated