10 Nov
|
MY MUDRA FINCORP
|
New Delhi
10 Nov
MY MUDRA FINCORP
New Delhi
Company Description MY MUDRA FINCORP LIMITED is an emerging fintech organization established in 2013, focused on delivering transparent and customer-centric financial services. As a Corporate Channel Partner to leading multinational banks and NBFCs across India, the company operates 150+ branches and disburses loans of approximately 150 crores per month. MY MUDRA combines offline and digital channels to provide fast, simple, and secure financial solutions, including digital loan assistance and application processing within 120 minutes.
With an expanding team of over 800 professionals, the organization is committed to long-term, cost-effective, and quality-driven services that meet customers’ financial needs in a calm and efficient manner. The company offers opportunities to grow within a stable, ambitious, and rapidly scaling fintech environment.
Role Description This is a full-time, in office Financial Advisor role based in New Delhi.
The Financial
Advisor will meet with customers to understand their financial goals, explain available products, and recommend suitable solutions across loans, investments, and general financial planning.
Responsibilities include conducting financial assessments, preparing basic financial plans, and guiding customers through application and documentation processes. The role involves maintaining strong, trust-based customer relationships, providing clear and timely information,
and coordinating with internal teams to ensure smooth and compliant transactions.
The Financial
Advisor will also stay updated on market trends, partner bank and NBFC offerings, and company policies to deliver accurate advice aligned with MY MUDRA’s service standards.
Qualifications
- Candidates should possess strong skills in Financial Planning and Financial Advisory to assess customer needs and recommend appropriate solutions.
- Candidates should possess solid knowledge of Finance and Investments to explain products, risk, and returns in a clear, customer-friendly manner.
- Candidates should possess expertise in Retirement Planning to help customers prepare for long-term financial security.
- Candidates should possess effective communication, interpersonal, and client relationship skills, with a customer-first mindset.
- Candidates should possess good analytical and numerical abilities, along with attention to detail for documentation and compliance.
- A bachelor’s degree in Finance, Commerce, Business, Economics, or a related field is preferred; relevant certifications in financial advisory or investment planning are an advantage.
- Prior experience in financial services, banking, NBFCs, or fintech environments is beneficial, especially in customer-facing advisory roles.
- Ability to work on-site in New Delhi, manage multiple customer cases, and collaborate effectively with internal and external stakeholders.
📌 Financial Advisor (New Delhi)
🏢 MY MUDRA FINCORP
📍 New Delhi