Financial Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1 lakh a month
Location
Thane, Maharashtra
Work mode
On-site
Job type
Full time
Experience
5–10 yrs
Category
Wealth Management

In hand: about ₹54,000–90,200 a month after PF and income tax (estimate). How it's worked out

Our client is looking for a Financial Consultant in Thane to provide expert financial advice and manage client portfolios.

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About the role

As a Financial Consultant, you will engage with clients to assess their financial needs and craft personalized investment strategies. Your role will involve analyzing financial data and offering tailored recommendations to help clients reach their financial objectives. This senior position is well-suited for individuals with substantial experience in wealth management.

You will work closely with a team of financial advisors, benefiting from continuous training and professional development. If you possess a robust financial background and exceptional interpersonal skills, this role presents an excellent opportunity to advance your career in wealth management.

What you'll do

  • Develop financial strategies for clients
  • Analyze financial data and market trends
  • Manage client investment portfolios
  • Build and maintain client relationships
  • Prepare financial reports and presentations

What you'll need

  • Bachelor's degree in Finance or related field
  • 5-10 years of experience in wealth management
  • Strong analytical and interpersonal skills

Skills

Financial analysis Client relationship management Investment strategy development

Good to have

Knowledge of financial planning software Certifications in financial planning or advising

Benefits

  • Attractive salary package with performance incentives
  • Health and wellness benefits
  • Continuous training and development opportunities

Interested in this role?

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

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Questions about this job

What are the main responsibilities of a Financial Consultant?
You will advise clients on financial strategies, manage portfolios, and provide market insights.
What qualifications do I need for this position?
A degree in finance or related field with at least 5 years of experience in wealth management.
Is this role onsite or remote?
This position is onsite in Thane.
What opportunities for professional growth are available?
You will have access to advanced training and potential for promotions.
How do I apply for this role?
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

₹60,000–1 lakh a month

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