Financial Consultant

BJNM · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Patiala, Punjab
Work mode
Hybrid
Job type
Contract
Experience
3–6 yrs
Category
Wealth Management

In hand: about ₹36,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join our client's team as a Financial Consultant in Patiala. This contract role offers a hybrid work mode and a competitive salary.

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About the role

As a Financial Consultant, you will provide personalized financial advice to help clients achieve their financial goals. Assessing client needs and creating tailored financial plans are key responsibilities in this role. You will also maintain strong relationships to ensure continued satisfaction.

This position is ideal for someone passionate about finance and skilled at communicating complex concepts simply. You will develop and present financial strategies, analyze market trends, and monitor client portfolios.

If you are proactive, have a strong understanding of investment products, and a proven track record of building client relationships, we encourage you to apply.

What you'll do

  • Develop personalized financial strategies for clients
  • Analyze market trends and investment opportunities
  • Maintain and strengthen client relationships
  • Monitor client portfolios and adjust strategies as necessary

What you'll need

  • Bachelor's degree in finance or a related field
  • Minimum 3 years of experience in financial consulting
  • Strong communication and interpersonal skills

Skills

Strong analytical and problem-solving skills Proficiency in financial software and tools Excellent communication skills

Good to have

Knowledge of investment products and strategies Experience with regulatory compliance

Benefits

  • Flexible working hours
  • Opportunities for professional development
  • Performance-based incentives

Interested in this role?

It takes about two minutes. Free to apply — BJNM never asks candidates for money.

Apply now

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Questions about this job

What are the primary responsibilities of this role?
You will develop personalized financial plans, analyze market trends, and maintain client relationships.
What qualifications are needed for this position?
A degree in finance or a related field, along with relevant experience in wealth management.
Is this position remote or onsite?
This is a hybrid role, allowing for both remote and onsite work.
What is the salary range for this role?
The salary ranges from INR 40,000 to INR 80,000 per month, depending on experience.
How do I apply for this position?
Click "Apply Now" on this page to apply through BJNM. BJNM is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Consultant

₹40,000–80,000 a month

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