Financial Services Consultant

12 hours ago

Hyderabad, Telangana, India Vinfyn Edge(Jayat Consulting Services) Full time ₹ 3,00,000 - ₹ 6,00,000 per year

Company Description

Vinfyn Edge (Jayat Consulting) is a reputable financial advisory company dedicated to empowering clients with informed financial choices through customized advisory solutions. With decades of experience in finance, investments, risk management, and wealth planning, we offer personalized advice to help clients create, preserve, and grow wealth. Our comprehensive services include personal financial analysis, investment strategy, tax planning, debt management, and business consulting. We value integrity, clarity, respect, and excellence in all our interactions, ensuring a transparent, reliable, and client-centered approach.

Role Description

This is an internship role for a Financial Services Consultant. The Consultant will work in a hybrid capacity, primarily based in Hyderabad, with some work from home acceptable. Day-to-day tasks will include conducting financial analyses, developing investment strategies, assisting with tax planning and optimization, managing debt, and providing business consulting services. The role requires active client communication and collaboration to ensure tailored financial solutions. Regular updates and adjustments to financial plans in response to market changes or life events are also part of the responsibilities.

Qualifications

  • Strong Analytical Skills for financial data analysis and problem-solving
  • Knowledge and expertise in Finance and Financial Services
  • Experience in Consulting and providing tailored financial advice
  • Excellent Communication skills for client interaction and reporting
  • Relevant academic background in finance or related fields
  • Proactive attitude and ability to work both independently and in a team
  • Familiarity with financial planning software and tools is a plus

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