Financial Services Specialist

4 hours ago

Delhi, Delhi, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000
Job Description

The role of a Financial Services Specialist involves providing personalized financial planning services to clients. This includes retirement planning, investment management, and wealth preservation.

In this capacity, you will collaborate with experts in investments, finance, and taxation to develop unique financial strategies tailored to each client's needs and goals. You will be responsible for managing and reviewing existing client portfolios, making adjustments as necessary, and driving additional business from existing clients across various financial services including mutual funds, stocks, loans, insurance, estate planning, and tax planning.

You will also create and enforce financial goal plans to meet clients' long-term objectives. This may involve conducting portfolio analysis, creating custom financial solutions, and ensuring that clients' financial goals are aligned with their overall financial situation.

This position requires strong analytical and problem-solving skills, as well as the ability to communicate complex financial concepts to clients in a clear and concise manner. If you have experience in financial services and are looking for a challenging and rewarding career opportunity, we encourage you to apply.

Required Skills and Qualifications

To be successful in this role, you will need to possess the following skills and qualifications:
  • In-depth knowledge of the mutual fund industry and capital markets.
  • Strong analytical and problem-solving skills.
  • Ability to communicate complex financial concepts to clients in a clear and concise manner.
  • Self-motivated and flexible, with the ability to manage multiple priorities simultaneously.
  • Graduate or postgraduate degree required.
  • Minimum 2+ years of experience in financial services.


Benefits

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply. The role is full-time, on-site based in Dwarka. Some key responsibilities include: Conducting portfolio analysis, managing client relationships, creating and enforcing financial goal plans, and developing unique financial strategies. New Client Acquisition & Relationship Management: - Identify new business opportunities - Manage existing client relationships - Build strategic partnerships to drive growth. We value our employees and recognize their hard work and contributions. In return, we provide them with a comprehensive benefits package which includes health insurance, pension plan, paid holidays and leave. Please note that all applicants must be eligible to work in India.

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