Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Interviews

Financial Consultant

Vinca Investments Private Limited

0 - 31 years

|

3 - 5 Lacs

Electronics City, Bengaluru/Bangalore

Posted:2 days ago| Platform: Apna logo

Apply

Skills Required

risk analysis portfolio support service finance accounting

Work Mode

On-site

Job Type

Full Time

Job Description

Understanding customer requirements: Like his risk profile, financial goals, and asset allocation. Analysis of the customer’s current portfolio and advising him to sell/redeem his bad assets. Presenting the financial plan to the customer and helping him understand his financial goals. Create a roadmap for the customer to achieve his financial goals. Review and track the financial plan for the customers assigned to you. Manage customer relationships in terms of support from the organisation and be a single point of contact to service the client.

More Jobs at Vinca Investments Private Limited

Financial Consultant

Electronics City, Bengaluru/Bangalore

Experience: Not specified

INR 3 - 5 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play

App Store

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Vinca Investments Private Limited

RecommendedJobs for You

Financial Consultant

Namakkal

Financial Consultant

Irish Consulting Group

thrissur, kerala

Financial Consultant

Vinca Investments Private Limited

Electronics City, Bengaluru/Bangalore

Financial Consultant

Vizza Insurance

Work From Home

Financial Consultant

Irish Consulting Group

Thrissur

Financial Consultant

Lorven Technologies Private Limited

Bengaluru

Financial Consultant

PSP Consultant for client

maharashtra

Financial Consultant

Ajay Logani Hiring For ProtecSure

delhi, noida

Financial Consultant

Bara Nagar, Kolkata/Calcutta

Financial Consultant

Shriram Life Insurance Company Limited

Salt Lake City, Kolkata/Calcutta