Senior Financial Consultant

1 month ago


Surat, Gujarat, India Haardik Nayak Financial Products Distribution Pvt. Ltd. Full time

Primary Role: We are seeking a skilled Senior Financial Consultant to join our team at Haardik Nayak Financial Products Distribution Pvt. Ltd.

As a Senior Financial Consultant, you will be responsible for providing expert financial advice and guidance to clients on various aspects of personal or business finance. This includes analysing client's financial status, goals and investment preferences, developing and implementing comprehensive financial plans, advising clients on investment strategies and risks management, and monitoring clients investments to adjust the investment strategy as needed.

Secondary Role: You will also be advising clients on retirement planning, including estimating retirement income needs and developing a plan to achieve those goals.

The ideal candidate will have a deep understanding of financial laws, regulations, and investment products, as well as excellent communication and presentation skills. You will be confident, self-motivated, and have strong sales skills. Additionally, you will be knowledgeable about insurance products, such as life insurance, health insurance, and motor insurance, and be able to educate clients on financial literacy and investment best practices.

Skills Required:

  • Must have financial knowledge
  • Should be confident and self-motivated
  • Having an excellent sales skill
  • Must have strong communication skills
  • With good presentation skills


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