Financial Consultant

UrbanHiring · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1 lakh a month
Location
Gwalior, Madhya Pradesh
Work mode
On-site
Job type
Contract
Experience
3–7 yrs
Category
Finance

In hand: about ₹54,000–90,200 a month after PF and income tax (estimate). How it's worked out

As a Financial Consultant at our client, you will provide expert financial advice, develop investment strategies, and help clients achieve their financial goals. This role is ideal for professionals with a strong background in finance and client management.

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About the role

Join our client as a Financial Consultant in Gwalior, where you will play a crucial role in guiding clients through their financial journeys. In this position, you will leverage your expertise to provide tailored financial advice that aligns with clients' unique circumstances and goals.

Your primary responsibility will be to analyze financial data and market trends, developing effective investment strategies that maximize returns while managing risk. You will conduct thorough assessments of clients' financial situations, identifying opportunities for growth and areas for improvement. Building strong relationships with clients is essential, ensuring they feel supported and informed at every step of the process.

Through regular consultations and follow-ups, you will help clients stay on track to achieve their financial aspirations, whether they are saving for retirement, investing in real estate, or planning for their children's education. As a Financial Consultant, you will also stay updated with the latest financial products and services, enabling you to offer the most relevant advice.

We are looking for candidates with a solid background in finance, including experience in investment analysis and portfolio management.

What you'll do

  • Assess clients' financial needs and goals.
  • Develop comprehensive financial plans.
  • Provide ongoing financial advice and support.
  • Stay updated on market trends and regulatory changes.

What you'll need

  • Bachelor's degree in Finance, Business, or a related field.
  • 3-7 years of experience in financial consulting.
  • Strong analytical and interpersonal skills.

Skills

Excellent communication and negotiation skills. Proficient in financial modeling and analysis. Strong understanding of investment strategies.

Good to have

Certification in financial planning (CFP or similar). Knowledge of tax regulations.

Benefits

  • Performance bonuses.
  • Health insurance.
  • Retirement savings plan.

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 will my daily tasks involve?
You will analyze clients' financial situations, develop strategies, and meet with clients regularly.
Is this a remote job?
No, this position is onsite in Gwalior.
What experience do I need?
A minimum of 3 years in financial consulting or related field is required.
What is the salary for this position?
The salary ranges from INR 60,000 to INR 100,000 per month.
How can I submit my application?
Click "Apply Now" on this page to apply through UrbanHiring. UrbanHiring is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Consultant

₹60,000–1 lakh a month

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