Financial Planning Consultant
Financial Friend · Jaipur
Job description
About the role
Financial Friend is looking for a motivated Financial Planning Consultant to guide clients in managing their finances effectively. The role combines financial advisory duties with business development and client acquisition responsibilities.
Key responsibilities
- Assess clients’ financial needs and goals.
- Develop customized financial plans.
- Provide investment and savings advice.
- Educate clients on financial products and services.
- Monitor and review clients' financial progress regularly.
- Identify and generate leads through online and offline channels.
- Drive sales by converting leads into long‑term clients.
- Contribute to business development initiatives to expand the client base.
- Build and maintain strong client relationships to encourage referrals and repeat business.
Required profile
- Bachelor’s degree in Finance, Business or a related field.
- Strong analytical and communication skills.
- Previous experience in financial consulting is a plus.
Required skills
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Published 4 weeks ago
Expires 4 weeks from now
34 views · 0 interested
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Financial Friend
Jaipur
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