Financial Advisor

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹30,000–60,000 a month
Location
Nashik, Maharashtra
Work mode
On-site
Job type
Part time
Experience
2–4 yrs
Category
Wealth Management

Our client is looking for a Financial Advisor to help clients manage their investments in Nashik.

Apply now

About the role

As a Financial Advisor, you will provide personalized financial planning services to clients, helping them to achieve their financial goals. Your responsibilities will include analyzing client needs, recommending investment strategies, and monitoring investment performance. This part-time position is ideal for individuals with a strong background in finance who enjoy working directly with clients. You will be part of a dynamic team focused on client satisfaction and success.

What you'll do

  • Provide personalized financial advice to clients.
  • Analyze financial needs and recommend strategies.
  • Monitor and report on investment performance.
  • Build and maintain client relationships.

What you'll need

  • Bachelor's degree in finance or related field.
  • 2-4 years of experience in financial advisory.
  • Strong interpersonal and communication skills.

Skills

Financial analysis Client relationship management Investment knowledge

Good to have

Certification in financial planning Sales experience

Benefits

  • Flexible working hours.
  • Attractive compensation based on performance.
  • Supportive work environment.

Interested in this role?

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

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Questions about this job

What are the main duties of a Financial Advisor?
You will analyze client financial situations and recommend suitable investment strategies.
Is this role part-time?
Yes, this is a part-time position.
What qualifications should I have?
A degree in finance or a related field and relevant experience are required.
How do I apply for the role?
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

₹30,000–60,000 a month

Apply