This role is for one of our clients

Seniority level: Associate level
Industry: Financial Services

Min Experience: 3+ years
Location: Bengaluru, Karnataka, India
JobType: full time

Requirements
Develop a deep understanding of our philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions
Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position
Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy
Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant
Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.




Create and deliver nudges—timely reminders and communications—to encourage clients to take recommended financial actions
Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements

Must-have skills

Financial Advisory, Qualified Financial Advisor

Positive-to-have skills

personal finance, Finance Domain

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

📌 Qualified Financial Advisor Bengaluru
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