Financial Advisor

Company Description

Sonbarsa Financial Services and Consultant Pvt Ltd is a global leader in business services and customer experience management. We provide a comprehensive range of solutions that enable companies to foster deeper, transparent, and optimized customer relationships. Our services range from strategy development to execution, making us the ideal partner for business transformation. We are committed to delivering exceptional service and innovative solutions tailored to meet diverse client needs.

Role Description

This is a full-time on-site role for a Financial Advisor located in Noida. The Financial Advisor will provide professional guidance on financial planning, retirement planning, and investment strategies to clients. Responsibilities include analyzing clients' financial health, developing customized financial plans, offering advice on investments, and ensuring financial solutions align with clients’ goals. The role will also involve staying updated with financial regulations and market trends to offer the best possible service.

Qualifications

• Strong expertise in Financial Planning and Financial Advisory
• Knowledge in Retirement Planning and Investments
• Solid understanding of Finance and related concepts
• Excellent communication and interpersonal skills to effectively interact with clients
• Ability to analyze financial data and provide tailored strategies and solutions
• Relevant certifications in finance or financial advisory are preferred
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Previous experience in a financial advisory or consulting role is an advantage