Company Description Dipawali Capital Finance is a growing financial services company focused on providing accessible and reliable financial solutions to individuals and businesses. The organization emphasizes responsible lending, transparent advisory services, and long-term client relationships. Based in Patna, Dipawali Capital Finance aims to support customers in achieving their financial goals through tailored products and guidance. Team members collaborate in a structured workplace where professional ethics, client trust, and continuous learning are central. The company values advisors who can combine technical financial knowledge with clear communication and client-centric service.
Role Description The Financial Services Advisor will work in office in Patna in a full-time capacity, providing personalized financial guidance to clients. Day-to-day responsibilities include assessing client financial needs, recommending suitable products and services, and developing plans for savings, investments, and long-term goals. The advisor will conduct client meetings, explain financial options in clear terms, and assist with documentation and onboarding processes. The role also involves monitoring client portfolios, reviewing performance,



and updating recommendations based on changing market conditions and client circumstances. Collaboration with internal teams for product information, compliance checks, and service follow-up is expected, along with maintaining accurate records and adhering to regulatory and company standards.
Qualifications
Strong skills in Financial Planning and Financial Advisory to assess client needs and provide tailored solutions.
Solid understanding of Finance and Investments to explain products, evaluate opportunities, and support portfolio decisions.
Knowledge of Retirement Planning to help clients design long-term strategies for income security and wealth preservation.
Ability to communicate complex financial concepts in clear, client-friendly language and build trusting relationships.
Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications are an advantage.
Attention to detail, ethical judgment, and familiarity with basic regulatory and compliance requirements.
Proficiency in MS Office and comfort working with financial software and client management tools.
Prior experience in financial services, banking, or advisory roles is preferred but not mandatory for solid candidates.

📌 Financial Services Advisor Patna (India)
🏢 Dipawali capital finance
📍 India