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Entry-Level Financial Consultant

UrbanHiring · recruiting for a confidential client

Our client is seeking an Entry-Level Financial Consultant to assist clients with financial planning and investment strategies. Ideal for recent graduates.

Gurugram, Haryana
Part time Hybrid
INR 20,000 - INR 35,000/month 0.0-2.0 yrs experience

Job Description

Our client, a prominent financial services firm located in Gurugram, is on the lookout for an enthusiastic Entry-Level Financial Consultant. This role offers a unique opportunity for recent graduates to kick-start their careers in finance while working closely with clients to navigate their financial planning and investment strategies.

As an Entry-Level Financial Consultant, you will play a crucial role in helping clients define their financial goals and develop personalized plans to achieve them. You will assist in analyzing clients’ financial situations, identifying investment opportunities, and recommending suitable financial products. Your ability to communicate complex financial concepts in an understandable manner will be key to building trust and ensuring client satisfaction.

Our client prides itself on fostering a collaborative and supportive work environment.

Key Responsibilities

  • Assist clients in understanding financial products.
  • Help in developing personalized financial strategies.
  • Conduct market research to support financial recommendations.
  • Monitor client portfolios and report on performance.

Qualifications

  • Bachelor's degree in finance or a related field.
  • Strong interpersonal skills.
  • Basic understanding of financial markets.

Skills

Required

Communication skills Analytical skills Customer service orientation

Good to Have

Knowledge of financial software Sales experience

Benefits & Perks

  • Flexible work environment.
  • Mentorship from experienced professionals.
  • Opportunities for career advancement.

Interested in this role?

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Frequently Asked Questions

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What are the main duties of this role?
You will assist in creating financial plans and providing investment advice.
Is training provided?
Yes, comprehensive training will be provided to all new hires.
What is the work schedule like?
This is a part-time position with flexible hours.
How can I apply?
Click "Apply Now" on this page to apply through UrbanHiring. UrbanHiring is recruiting for this role on behalf of a client employer.
What qualifications are needed?
A degree in finance, business, or a related field is preferred but not mandatory.

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Entry-Level Financial Consultant

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