Senior Financial Consultant

KeralaCarts · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹60,000–90,000 a month
Location
Indore, Madhya Pradesh
Work mode
Hybrid
Job type
Full time
Experience
5–7 yrs
Category
Finance

In hand: about ₹54,000–81,200 a month after PF and income tax (estimate). How it's worked out

Join our client as a Senior Financial Consultant and leverage your expertise to provide strategic financial advice.

Apply now

About the role

As a Senior Financial Consultant, you will play a crucial role in guiding clients through financial planning, investment strategies, and risk management. This position is perfect for professionals with a robust banking background who thrive on building enduring client relationships.

You will collaborate closely with a team of experienced consultants to deliver tailored financial solutions that align with each client's unique goals. Your responsibilities include conducting comprehensive financial assessments, providing insights on market trends, and developing customized financial plans.

In addition to client work, you will also mentor junior team members, fostering their growth while contributing to the overall success of the organization. This role offers an opportunity to make a significant impact in the financial sector.

What you'll do

  • Conduct financial assessments for clients
  • Develop tailored financial plans and investment strategies
  • Mentor junior consultants and team members
  • Stay updated on market trends and regulatory changes

What you'll need

  • Degree in finance or related field
  • 5-7 years of experience in banking or finance
  • Strong analytical and communication skills

Skills

Financial analysis Client relationship management Investment strategy formulation

Good to have

Knowledge of regulatory compliance Experience in wealth management

Benefits

  • Competitive salary and performance bonuses
  • Flexible working hours
  • Professional development and training opportunities

Interested in this role?

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

Apply now

Senior Financial Consultant jobs in other cities

Questions about this job

What are the main responsibilities of a Senior Financial Consultant?
This role primarily involves advising clients on financial planning and investment strategies.
What qualifications are required for this position?
Candidates should have a degree in finance or a related field, along with significant experience in banking.
Is this role onsite or remote?
The position offers a hybrid work model, allowing for a mix of remote and onsite work.
What is the salary range for this position?
The salary ranges from INR 60,000 to INR 90,000 per month, depending on experience.

Listing last updated

Senior Financial Consultant

₹60,000–90,000 a month

Apply