Financial Consultant

Location: Jaipur
Company: Financial Friend
Type: Full-time / Part-time

About Us:

At Financial Friend, we are dedicated to helping clients achieve their financial goals through expert advice and personalized strategies.

Position Overview:

We are seeking a motivated Financial Consultant to provide guidance and support to our clients in managing their finances effectively, while also playing a key role in business development and client acquisition.

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 various channels (online and offline).
• Drive sales by converting leads into long-term clients.
• Contribute to business development initiatives to expand our client base.
• Build and maintain strong client relationships to encourage referrals and repeat business.

Qualifications:

• Bachelor’s degree in Finance, Business, or a related field.
• Strong analytical and communication skills.
• Previous experience in financial consulting is a plus.

Job Type: Full-time

Pay: ₹20,000.00 - ₹50,000.00 per month

Schedule:

• Day shift

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: In person