About the role
In this role, you will be responsible for assessing client financial needs and developing personalized investment strategies. You will engage with clients to explain financial products, market trends, and investment options effectively. This position is ideal for enthusiastic professionals looking to advance their careers while helping clients achieve their financial goals. You will be supported by a skilled team that values collaboration and client satisfaction.
What you'll do
- Assess client financial needs and objectives
- Develop personalized financial plans
- Provide guidance on investment options
- Build and maintain strong client relationships
What you'll need
- Bachelor's degree in finance, business, or related field
- 2-5 years of experience in banking or financial advisory
- Strong communication and analytical skills
Skills
Financial analysis
Client relationship management
Investment strategy development
Good to have
Certification in financial planning
Experience with financial software
Benefits
- Competitive salary with performance bonuses
- Health insurance and retirement plans
- Professional development opportunities
Interested in this role?
It takes about two minutes. Free to apply — KijiJobs never asks candidates for money.
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Questions about this job
What are the main responsibilities of a Financial Advisor?
You will assess clients' financial needs, develop investment strategies, and engage clients with financial products.
What qualifications are required for this role?
Candidates should have a degree in finance or a related field, along with relevant experience in banking or finance.
Is this position remote or onsite?
This is an onsite position based in Salt Lake Sector V, Kolkata.
What is the salary range for this position?
The salary range is between INR 40,000 to INR 80,000 monthly, depending on experience.
How can I apply for this role?
Click "Apply Now" on this page to apply through KijiJobs. KijiJobs is recruiting for this role on behalf of a client employer.
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