Financial Services Consultant

3 weeks ago

Aurangabad, India Smita Investment Services Full time

Company Description

Smita Investment Services is dedicated to helping investors achieve their financial goals through structured and disciplined advisory. With expertise in Financial Planning Services, including Investment Planning, Tax Planning, Insurance Planning, and more, we provide tailored portfolio solutions. Our mission is to inform and empower investors to make informed financial decisions. Join us in developing a wealth creation and protection plan that aligns with your specific needs and comfort levels.

Role Description

This is a full time on-site role for a Financial Services Consultant located in Aurangabad. The Financial Services Consultant will be responsible for advising clients on financial planning, portfolio management, and investment strategies. Daily tasks include conducting financial assessments, developing and presenting financial plans, providing market insights, and maintaining client relationships. The consultant will also be expected to stay updated on financial regulations and market trends.

Qualifications

  • Strong Analytical Skills
  • Expertise in Finance and Financial Services
  • Experience in Consulting
  • Effective Communication skills
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant certification such as CFP or CFA is a plus
  • Ability to work independently and meet deadlines
  • Knowledge of financial regulations and market trends

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