Financial Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹25,000–50,000 a month
Location
Kolkata, West Bengal
Work mode
Hybrid
Job type
Part time
Experience
1–3 yrs
Category
Wealth Management

Join our wealth management team as a part-time Financial Consultant in Kolkata to help clients achieve their financial goals.

Apply now

About the role

As a Financial Consultant, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help clients make informed decisions regarding investments, savings, and financial planning. You will assess client needs and tailor strategies that align with their financial objectives.

In this part-time role, you will be responsible for building and maintaining client relationships, providing financial advice, and keeping up-to-date with market trends. The ideal candidate will have a strong background in finance, excellent communication skills, and a passion for helping others achieve their financial goals.

What you'll do

  • Advise clients on investment strategies
  • Conduct financial assessments
  • Develop personalized financial plans
  • Maintain strong client relationships

What you'll need

  • Bachelor's degree in finance, accounting, or a related field
  • 1-3 years of experience in financial consulting
  • Strong interpersonal skills

Skills

Investment knowledge Financial planning Client management

Good to have

Certifications in financial planning Experience with portfolio management

Benefits

  • Flexible working hours
  • Training and development opportunities
  • Performance-based bonuses

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 are my main responsibilities in this role?
You will advise clients on investments and create personalized financial plans.
What qualifications do I need?
A degree in finance or related field and some experience in financial consulting.
Is this a part-time role?
Yes, this position offers part-time hours with hybrid work options.
What is the salary for this position?
The salary ranges from INR 25,000 to INR 50,000 per month.
How can I submit my application?
Click "Apply Now" on this page to apply through IJNM. IJNM is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Consultant

₹25,000–50,000 a month

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