
Expert Financial Guide
1 day ago
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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