Posted:11 hours ago|
Platform:
On-site
Full Time
Build and maintain long-term relationships with clients.
Conduct financial assessments to understand clients’ goals, risk tolerance, and current financial situation.
Develop personalized financial plans, covering investments, retirement, insurance, and tax strategies.
Provide ongoing advisory support and adjust plans as clients’ needs change.
Recommend investment products based on clients’ profiles and market conditions.
Analyze financial data, market trends, and economic conditions to give sound advice.
Monitor client portfolios and suggest rebalancing or adjustments when necessary.
Job location will be in Bangalore.
Education
Bachelor’s degree in Finance, Business, Economics, or related field.
Certifications such as CA, ACCA, or similar financial planning credentials are a strong plus.
0-2 years of experience in financial advising, wealth management, banking, or similar roles.
Job Types: Full-time, Permanent
Pay: ₹25,000.00 - ₹35,000.00 per month
Work Location: In person
Orca Finance
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