Financial Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹30,000–65,000 a month
Location
Lucknow, Uttar Pradesh
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Fintech

In hand: about ₹26,900–58,600 a month after PF and income tax (estimate). How it's worked out

Join our client in Lucknow as a Financial Consultant to provide tailored financial solutions using technology.

Apply now

About the role

As a Financial Consultant, you will leverage fintech solutions to help clients manage their financial portfolios effectively. This role involves analyzing clients’ financial situations, recommending suitable products, and utilizing technology to enhance client interactions. Ideal candidates will have a solid background in finance and a passion for technology-driven solutions.

You will engage directly with clients, provide personalized advice, and help them navigate the digital financial landscape. This position is suited for individuals excited about the intersection of finance and technology and who are keen to make a meaningful impact on clients' financial wellness.

What you'll do

  • Analyze clients' financial needs
  • Recommend suitable financial products
  • Utilize fintech solutions for client interaction
  • Maintain ongoing client relationships

What you'll need

  • Bachelor's degree in Finance or Business
  • Minimum 2 years of relevant experience
  • Understanding of financial products and services

Skills

Analytical skills Customer-centric approach Tech-savvy

Good to have

Knowledge of financial regulations Sales experience

Benefits

  • Attractive salary package
  • Professional development opportunities
  • Supportive and innovative work environment

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 needed for this role?
A degree in finance or a related field, with experience in financial consulting.
What does the work involve?
You will analyze financial needs and recommend suitable fintech solutions.
Is the position onsite or remote?
This role is onsite in Lucknow.
What skills are essential for success in this role?
Excellent communication and analytical skills are crucial for this role.

Listing last updated

Financial Consultant

₹30,000–65,000 a month

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