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Associate Financial Consultant

Salary

₹10 - 15 LPA

Min Experience

2 years

Location

Gurugram

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

We are looking for an Associate Financial Consultant to join our team. In this role, you will be responsible for providing financial advice and solutions to our clients. This will include analyzing their financial situation, understanding their goals and risk tolerance, and recommending appropriate investment and insurance products. Key Responsibilities: - Conduct client needs assessment and financial analysis - Develop and present financial plans and investment recommendations - Provide ongoing client support and portfolio monitoring - Maintain client relationships and generate new business - Comply with all regulatory and compliance requirements

About the company

PERSOLKELLY is a leading human resources solutions provider in India. We offer a range of services including recruitment, staffing, and HR consulting. Our team of experienced professionals is dedicated to helping companies find the right talent and supporting individuals in their career development.

Skills

financial planning
investment analysis
client relationship management
compliance