Financial Advisor

Company Description

Mintra FinServ Pvt Ltd is a wealth managment firm offering services like portfolio managment services, equity, mutual funds, and fixed income investments. we are also leading lending aggregator for home loan and mortgage loans

Role Description

This is a full-time on-site role for a Financial Advisor located in Hyderabad. The Financial Advisor will be responsible for providing clients with financial planning services, creating investment strategies, and advising on retirement planning. The role also includes conducting financial assessments and offering guidance on various financial products to help clients achieve their financial goals.

Qualifications

• Financial Planning, Financial Advisory, and Finance skills
• Experience in Investments and share market
• Strong analytical skills and ability to perform financial assessments
• Excellent interpersonal and communication skills
• Ability to work independently and handle multiple clients
• Bachelor's degree in Finance, Economics, Business Administration, or related field; certifications such as CFP or CFA are a plus