
Achieve Long-Term Financial Success
3 days ago
As a Personal Financial Strategist, you will play a pivotal role in helping clients achieve their long-term financial objectives. Your primary responsibilities will include interacting directly with customers to understand their financial situations, needs, and goals.
Key Responsibilities- Engage with customers via various channels to gather information about their financial requirements.
- Analyze financial gaps and develop actionable strategies to help clients achieve their targets.
- Prepare comprehensive financial health assessments, plan summaries, and action plans to facilitate informed decision-making.
- Stay up-to-date on the latest financial products, regulatory changes, and market trends to provide expert guidance.
- Collaborate with internal teams to resolve customer cases, such as EPF issues, insurance claims, tax filings, etc.
High levels of empathy, accuracy, and trust are essential in every interaction. You will work closely with clients to understand their unique financial circumstances and develop personalized plans to help them achieve their goals.
Expertise Required- 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-centric mindset.
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