Expert Financial Guide

1 day ago


Mumbai, Maharashtra, India beBeeFinancier Full time ₹ 5,00,000 - ₹ 10,00,000
Personal Finance Advisor Role

Job Summary:

We are seeking an experienced Personal Finance Advisor to join our team. As a Personal Finance Advisor, you will be responsible for providing expert advice on financial matters, helping clients achieve their financial goals.

Key Responsibilities:

  • Interact with customers via phone, video, chat, or email to understand their financial situations and provide tailored solutions.
  • Analyze client data to identify areas of improvement and develop actionable plans to address financial gaps.
  • Stay up-to-date on market developments and regulatory changes to ensure clients receive the best possible guidance.
  • Collaborate with internal teams to resolve customer cases efficiently.

Required Skills and Qualifications:

  • 2-5 years of experience in personal finance advisory, wealth management, financial planning, or tax consulting.
  • CFP / CFA / NISM / Registered Investment Adviser qualification preferred.
  • Strong understanding of Indian financial products, taxation, EPF rules, and compliance.
  • Excellent communication, listening, and problem-solving skills.
  • Ability to explain complex financial topics in simple language.
  • High ethical standards with a customer-first mindset.

What We Offer:

A dynamic work environment that encourages growth and development.



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