Financial Services Consultant
13 hours ago
Company Description
Bandhu4U Services Private Limited, based in the vibrant heart of Delhi, is a leading financial planning company dedicated to empowering individuals and businesses with expert guidance and personalized solutions. Specializing in a comprehensive range of financial services, Bandhu4U offers trading services, investment solutions, insurance expertise, P2P lending platforms, and financial planning and advisory. With a commitment to excellence and a client-centric approach, Bandhu4U aims to optimize your financial potential and secure your financial future.
Role Description
This is a full-time on-site role for a Financial Services Consultant located in New Delhi. The Financial Services Consultant will be responsible for providing expert financial advice and guidance to clients, developing and implementing financial plans, analyzing financial data, and conducting regular reviews of clients' financial situations. The role also involves strategizing investments, offering insurance solutions, and assisting with trading services. Strong communication and consulting skills are essential to build and maintain client relationships.
Qualifications and responsibilities:-
- Finance and Financial Services expertise
- Strong Analytical Skills
- Excellent Communication and Consulting skills
- Ability to develop and implement strategic financial plans
- Experience in the financial planning or investment industry
- Bachelor's degree in Finance, Economics, or related field
- Exp- 0 to 2 year
- Good knowledge of broking and wealth products
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