Posted:1 day ago|
Platform:
On-site
•Provide personalized financial advice on budgeting, saving, investing, insurance, retirement, and debt management. •Assess members’ financial situations and develop tailored financial plans. •Monitor and review financial plans regularly, adjusting strategies as needed. •Educate members on financial products and services suitable to their goals. •Ensure all financial advice complies with relevant laws, regulations, and ethical standards. •Maintain accurate records of client interactions and financial plans. •Stay up to date with financial regulations and market trends.
Required Qualifications Bachelor’s degree in Finance, Business, or a related field.
Professional certifications (CA, CMA, ACCA, or equivalent).
Proven experience as a Financial Advisor, Financial Planner, or similar role is a plus.
Strong understanding of financial planning, investments, and risk management
Job Type: Permanent
Pay: ₹25,000.00 - ₹40,000.00 per month
Work Location: In person
X9 Concierge
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