Financial Advisor

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Udaipur, Rajasthan
Work mode
On-site
Job type
Full time
Experience
2–4 yrs
Category
Wealth Management

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

Seeking a knowledgeable Financial Advisor to help clients achieve their financial goals in wealth management.

Apply now

About the role

As a Financial Advisor, you will deliver tailored financial advice to clients, guiding them in developing effective investment strategies and managing their portfolios. This position demands a comprehensive understanding of diverse investment options and current market trends.

You will engage in client meetings to evaluate financial needs and objectives, recommend suitable financial products, and continuously monitor client portfolios. The ideal candidate should have strong analytical skills and the ability to foster long-term relationships with clients, ensuring their financial goals are met.

Collaboration is key in this role, as you will work alongside a team of professionals in a supportive environment dedicated to providing exceptional service.

What you'll do

  • Provide financial advice
  • Conduct client assessments
  • Monitor investments
  • Build client relationships

What you'll need

  • Degree in finance or related field
  • 2-4 years of experience in wealth management

Skills

Analytical skills Excellent communication Client-focused approach

Good to have

Certifications in financial planning

Benefits

  • Attractive commission structure
  • Health benefits
  • Continuous training opportunities

Interested in this role?

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

Apply now

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Questions about this job

What qualifications are required for this position?
A degree in finance or a related field, along with relevant experience in wealth management.
What will my main duties be?
You will provide financial advice, manage client portfolios, and conduct financial assessments.
Is this position onsite or remote?
This is an onsite position based in Udaipur.
What is the salary range for Financial Advisors?
The salary ranges from INR 40,000 to INR 70,000 per month.

Listing last updated

Financial Advisor

₹40,000–70,000 a month

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