10 Sep
|
Financial Friend
|
Jaipur
10 Sep
Financial Friend
Jaipur
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 strong 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
📌 Financial Planning Consultant (Jaipur)
🏢 Financial Friend
📍 Jaipur