Financial Consultant (India)

Financial Consultant (India)

27 Aug
|
Financial Friend
|
India

27 Aug

Financial Friend

India

Location: Jaipur
Company: Financial Friend
Type: Full time / Part-time

About Us:

At Financial Friend, we are dedicated to helping clients achieve their financial goals through expert advice and personalized strategies.

Position Overview:

We are seeking a motivated Financial Consultant to provide guidance and support to our clients in managing their finances effectively, while also playing a key role in business development and client acquisition.

Key Responsibilities:

- Assess clients’ financial needs and goals.
- Develop customized financial plans.
- Provide investment and savings advice.
- Educate clients on financial products and services.
- Monitor and review clients' financial progress regularly.
- Identify and generate leads through various channels (online and offline).




- Drive sales by converting leads into long-term clients.
- Contribute to business development initiatives to expand our client base.
- Build and maintain solid client relationships to encourage referrals and repeat business.

Qualifications:

- Bachelor’s degree in Finance, Business, or a related field.
- Strong analytical and communication skills.
- Previous experience in financial consulting is a plus.

Job Type: Full-time

Pay: ₹15,000.00 - ₹50,000.00 per month

Experience:

- Financial concepts: 1 year (Preferred)

Work Location: In person

📌 Financial Consultant (India)
🏢 Financial Friend
📍 India

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