Financial Consultant

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹50,000–80,000 a month
Location
Rajkot, Gujarat
Work mode
On-site
Job type
Full time
Experience
3–6 yrs
Category
Wealth Management

In hand: about ₹45,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join a dynamic wealth management team as a Financial Consultant in Rajkot. Leverage your expertise to guide clients towards financial success.

Apply now

About the role

As a Financial Consultant, you will develop and manage client relationships while providing tailored financial solutions and investment strategies. This role requires strong analytical skills and a deep understanding of client needs. The ideal candidate is proactive, detail-oriented, and possesses exceptional communication abilities.

In collaboration with a team of financial advisors, you will strive to ensure client satisfaction and retention. This position offers a unique opportunity for personal growth and the chance to make a significant impact on clients' financial journeys. If you are passionate about finance and dedicated to delivering exceptional service, we encourage you to apply.

What you'll do

  • Develop and manage client financial portfolios
  • Provide tailored investment advice and strategies
  • Analyze financial data to recommend solutions

What you'll need

  • Bachelor's degree in finance or a related field
  • Minimum 3 years of experience in wealth management
  • Strong analytical and communication skills

Skills

Investment analysis Client relationship management Financial modeling

Good to have

Certifications such as CFP or CFA Experience with financial planning software

Benefits

  • Competitive salary and performance bonuses
  • Health insurance and retirement benefits
  • Professional development opportunities

Interested in this role?

It takes about two minutes. Free to apply — KeralaCarts never asks candidates for money.

Apply now

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Questions about this job

What are the primary responsibilities of this position?
You will manage client relationships, provide financial advice, and develop investment strategies.
What qualifications are required for this role?
A degree in finance or a related field, along with 3-6 years of relevant experience is preferred.
Is this role onsite or remote?
This is an onsite position based in Rajkot.

Listing last updated

Financial Consultant

₹50,000–80,000 a month

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