About the role
As a Financial Consultant, you will work closely with clients to understand their financial goals and develop personalized investment strategies. Your role will involve analyzing client portfolios, suggesting adjustments, and educating clients on investment opportunities. This position is ideal for experienced financial professionals looking to strengthen their advisory skills in a supportive hybrid work environment. The hiring company prides itself on fostering a culture of excellence and client-centric service.
What you'll do
- Provide tailored financial advice to clients
- Analyze and manage client investment portfolios
- Educate clients on financial products and services
- Stay updated on market trends and investment opportunities
What you'll need
- Bachelor's degree in Finance, Economics, or related field
- 2-4 years of experience in wealth management or financial consulting
- Certified Financial Planner (CFP) designation is a plus
Skills
Strong analytical and quantitative skills
Excellent interpersonal and communication skills
Proficiency in financial planning software
Good to have
Experience with portfolio management
Benefits
- Flexible working hours
- Professional development opportunities
- Performance-based incentives
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 primary duties of a Financial Consultant?
You will analyze client portfolios, provide financial advice, and assist in investment strategy development.
What is the experience requirement for this job?
Candidates should have 2-4 years of relevant experience in financial consulting.
Is this role remote or onsite?
This is a hybrid position, allowing for both remote and onsite work.
What salary can I expect in this role?
The salary ranges from INR 35,000 to INR 65,000 monthly.
How do I submit my application?
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.
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