Finance Consultant(Female)

6 days ago


Kannur, Kerala, India Santamonica Study Abroad Pvt Ltd Full time ₹ 2,40,000 - ₹ 5,28,000 per year

Job title:Finance Consultant

Locations: Kannur,Thrissur

About the Role

We are seeking a motivated and customer-focused Finance Consultant to join our growing financial services team. The ideal candidate will help clients identify the right financing and investment solutions based on their goals and financial profiles. You'll guide clients through various lending options and related financial products while maintaining a strong focus on relationship building and compliance.

Key Responsibilities

Understand clients' financial needs and recommend suitable loan products such as:

Education Loans (India & Abroad)

Personal Loans

Business Loans

Home Loans

Loan Against Property (LAP)

Provide guidance on General & Life Insurance solutions.

Offer personalized Investment & Wealth Management recommendations.

Maintain strong client relationships and ensure an excellent service experience.

Skills & Qualifications

Bachelor's degree in Finance, Business Administration, or a related field (preferred).

1–3 years of experience in banking, loans, or financial advisory (freshers with strong communication skills are welcome).

Job Type: Full-time

Pay: ₹12, ₹22,000.00 per month

Work Location: In person


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