About the role
Are you an experienced Financial Consultant looking to make a meaningful impact in the finance industry? We invite you to join our dynamic team in Mumbai, where your expertise will play a crucial role in guiding clients through their financial journeys.
What you'll do
- Conduct financial analysis and assessments
- Create tailored financial plans for clients
- Stay updated on market trends and investment opportunities
- Build and maintain client relationships
What you'll need
- Bachelor's degree in Finance or a related field
- 3+ years of experience in financial consulting
- Strong analytical and interpersonal skills
Skills
Strong analytical skills
Excellent communication and negotiation skills
Proficiency in financial software
Good to have
Experience with portfolio management
Familiarity with tax regulations
Benefits
- Performance-based bonuses
- Flexible working hours
- Continuing education opportunities
Interested in this role?
It takes about two minutes. Free to apply — UrbanHiring never asks candidates for money.
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Questions about this job
What are the key responsibilities of this role?
You will assess clients' financial needs, develop financial plans, and provide investment advice.
What qualifications do I need?
A degree in Finance or related field, along with relevant certification such as CFA or CFP.
Is this position onsite or remote?
This is a hybrid role, combining both onsite and remote work.
What is the salary range?
The monthly salary ranges from INR 60,000 to 120,000 based on experience.
How can I apply for this position?
Click "Apply Now" on this page to apply through UrbanHiring. UrbanHiring is recruiting for this role on behalf of a client employer.
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