Financial Consultant

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹35,000–70,000 a month
Location
Tirupati, Andhra Pradesh
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Pvt Banks

In hand: about ₹31,400–63,100 a month after PF and income tax (estimate). How it's worked out

Join our client as a Financial Consultant and leverage your expertise to provide tailored financial advice to clients.

Apply now

About the role

As a Financial Consultant, you will be responsible for developing and maintaining strong client relationships while providing personalized financial solutions. Daily tasks will include assessing clients' financial needs, offering investment options, and ensuring compliance with financial regulations. This role is ideal for candidates who are passionate about finance and enjoy helping clients achieve their financial goals. You will be part of a dynamic team that fosters professional growth and collaboration.

The successful candidate will possess strong analytical skills and a customer-oriented approach. Your contributions will help drive our client's success in the financial sector, making a meaningful impact on clients' financial well-being.

What you'll do

  • Develop personalized financial plans
  • Assess clients' financial needs
  • Provide investment recommendations
  • Maintain strong client relationships

What you'll need

  • Degree in Finance or Business
  • 2-5 years of relevant experience
  • Strong analytical skills

Skills

Client relationship management Financial analysis Investment knowledge

Good to have

Sales skills Market analysis

Benefits

  • Health insurance
  • Performance bonuses
  • Professional development opportunities

Interested in this role?

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

Apply now

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Questions about this job

What qualifications are required for this role?
Candidates should have a degree in finance, business, or related fields, along with relevant experience.
What are the key responsibilities of a Financial Consultant?
Responsibilities include assessing client needs, providing investment recommendations, and maintaining client relationships.
Is this position remote or onsite?
This is an onsite position located in Mall Road, Tirupati.
What is the salary range for this position?
The salary range is INR 35,000 to INR 70,000 per month, based on experience.

Listing last updated

Financial Consultant

₹35,000–70,000 a month

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