About the role
In this role, you will work closely with clients to assess their financial needs and develop tailored financial plans. You'll analyze clients' financial situations, identify opportunities for growth, and recommend investment strategies to help them achieve their financial goals. This position requires strong interpersonal skills and the ability to build long-lasting client relationships. The team offers a supportive environment where your expertise will be valued and your professional growth is encouraged.
What you'll do
- Assess clients' financial situations and goals
- Develop and implement effective financial plans
- Provide ongoing financial advice and support to clients
- Maintain up-to-date knowledge of financial products and market trends
What you'll need
- Bachelor's degree in finance or related field
- 2-5 years of experience in financial planning or advisory
- Certifications such as CFP are a plus
Skills
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Proficient in financial planning software
Good to have
Familiarity with investment strategies
Knowledge of tax regulations
Benefits
- Competitive salary and performance bonuses
- Health and wellness benefits
- Opportunity for professional development and certifications
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 qualifications are required for this role?
Candidates should have a degree in finance or a related field and relevant experience in financial planning.
Is this role remote or onsite?
This position is onsite at our client's office in Surat.
What is the salary range for this position?
The salary for this role is between INR 50,000 to INR 80,000 per month.
Listing last updated