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