Professional Freelancer

14 hours ago

Bengaluru, Karnataka, India Ajith Investment consultant Full time ₹ 10,00,000 - ₹ 15,00,000 per year

Company Description

At Ajith Investment Consultant, we help professionals and business owners replace financial anxiety with financial confidence through clear, actionable, and personalized financial planning. Our mission is to empower 10,000 families to build a Child Education Fund, ensuring their children's future is secure without the burden of loans while also helping parents plan for a stress-free retirement. With over 35 years of experience in the financial and banking industry, we offer specialized services such as financial planning, child education fund creation, retirement planning, investment advisory, and corporate financial wellness programs. We are committed to guiding your financial journey with care, clarity, and commitment.

Role Description

This is a full-time on-site role for a Freelancer at Ajith Investment Consultant. The role is based in Bengaluru. The Freelancer will be responsible for tasks such as developing personalized financial plans, conducting financial analysis, managing investment portfolios, and advising clients on financial strategies. Additional tasks include client relationship management, creating educational materials, conducting financial workshops, and staying updated with the latest financial products and regulations.

Qualifications

  • Proficiency in financial analysis and financial planning
  • Experience in investment advisory and portfolio management
  • Strong client relationship management and communication skills
  • Knowledge of financial products like Mutual Funds, Insurance, and Real Estate
  • Ability to create educational materials and conduct financial workshops
  • Up-to-date with the latest financial regulations and products
  • Certified Financial Consultant designation or relevant certification
  • Prior experience in the financial and banking industry is a plus
  • Degree in Finance, Economics, Business Administration, or a related field

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