Strategic Financial Consultant

4 days ago


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

Company Overview

H aardik Nayak Financial Products Distribution Pvt. Ltd. is a leading financial services company dedicated to providing exceptional guidance and support to our clients in achieving their financial goals.

Salary

The estimated annual salary for this position is ₹12,00,000 - ₹20,00,000 based on industry standards and market conditions.

Job Description

We are seeking a skilled Financial Advisor to join our team and provide expert advice on personal or business finance, including investment strategies and risk management.

Responsibilities:

  • Analyse client financial status, goals, and investment preferences to develop comprehensive financial plans.
  • Advise clients on retirement planning, including estimating income needs and developing a plan to achieve those goals.
  • Recommend suitable investments such as mutual funds, portfolio management, and insurance products.
  • Educate clients on financial literacy and investment best practices.
  • Network and build relationships with potential clients to expand the client base.
  • Maintain accurate records of client interactions and financial transactions.

Required Skills and Qualifications:

To be successful in this role, you will need:

  • Strong financial knowledge and expertise.
  • Confidence and self-motivation to deliver exceptional results.
  • Excellent sales skills to build and maintain strong client relationships.
  • Strong communication and presentation skills to effectively convey complex financial concepts.

Benefits:

In addition to a competitive salary, we offer a range of benefits to support your career growth and well-being, including professional development opportunities, flexible working arrangements, and a supportive team environment.



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