Financial Advisor

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹50,000–90,000 a month
Location
Delhi, Delhi
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Finance

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

Seeking a skilled Financial Advisor to guide clients on insurance and investment options. Join our team to help clients secure their financial futures.

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About the role

As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals through tailored insurance and investment solutions. Your responsibilities will include conducting thorough needs assessments, developing personalized financial plans, and fostering strong relationships with clients to ensure their objectives are met.

This position is well-suited for professionals who are passionate about guiding others in their financial journeys and thrive in a dynamic, fast-paced environment. You will collaborate with a dedicated team that emphasizes teamwork and continuous improvement, allowing you to expand your expertise and enhance client satisfaction.

Your ability to provide informed recommendations will empower clients to make sound financial decisions, and your dedication to service excellence will be essential in building trust and long-lasting partnerships. If you are seeking a fulfilling career that makes a significant impact on clients' lives, we encourage you to apply.

What you'll do

  • Conduct client needs assessments and develop financial plans
  • Recommend appropriate insurance and investment products
  • Build and maintain strong client relationships
  • Stay updated on market trends and financial regulations
  • Meet sales targets and performance metrics

What you'll need

  • Bachelor's degree in finance, business, or related field
  • Insurance and financial planning certifications
  • Strong interpersonal and communication skills

Skills

Financial analysis Client relationship management Knowledge of insurance products

Good to have

Sales experience Proficiency in financial software

Benefits

  • Attractive salary and performance bonuses
  • Health insurance and retirement plans
  • Ongoing training and professional development

Interested in this role?

It takes about two minutes. Free to apply — Career In Bank never asks candidates for money.

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Financial Advisor jobs in other cities

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Questions about this job

What are the main responsibilities of a Financial Advisor?
You will assess client needs, create financial plans, and recommend insurance and investment products.
What qualifications do I need for this role?
A degree in finance or a related field, along with relevant certifications, is preferred.
Is this a remote or onsite position?
This is an onsite position based in Connaught Place, Delhi.
What is the expected salary range for this role?
The salary ranges from INR 50,000 to INR 90,000 per month, depending on experience.
How do I apply for this position?
Click "Apply Now" on this page to apply through Career In Bank. Career In Bank is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Advisor

₹50,000–90,000 a month

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