Financial Advisor

1 week ago


Kolkata metropolitan area West Bengal, India Aditya Birla Capital Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Role Description

This is a full-time hybrid role for a Financial Advisor, with the primary location in the Kolkata metropolitan area and some flexibility for remote work. The Financial Advisor will provide tailored financial advice to clients, including creating financial strategies, assessing investment opportunities, retirement planning, and managing portfolios based on clients' needs and goals. Key responsibilities include analyzing financial data, recommending suitable products, and maintaining strong client relationships to ensure long-term financial success.

Qualifications

  • Strong knowledge and experience in Financial Planning and advisory services
  • Competence in Finance, Investments, and Retirement Planning
  • Excellent interpersonal, communication, and client management skills
  • Ability to assess risk and recommend sound investment strategies
  • Bachelor's degree in Finance, Economics, or related field; certifications such as CFP, CFA, or equivalent are a plus


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