Financial Services Consultant

Company Description

Niva Bupa Health Insurance Company Ltd. is a joint venture between Fettle Tone LLP, a leading Indian private equity firm, and Bupa Singapore Holdings Pte. Limited, an expert in healthcare services. Our vision is to become India's most admired health insurance company by empowering our customers with knowledge, guiding them with expertise, and providing a range of services that instill confidence. Bupa has six decades of experience in the healthcare industry and a 29 million customer base in over 190 countries. Fettle Tone LLP has been transforming mid-sized profitable businesses into world-class industry leaders. Our mission is to give every Indian the confidence to access the best healthcare.

Role Description

This is a full-time remote role for a Financial Services Consultant. The Financial Services Consultant will be responsible for providing financial advice, analyzing financial information, and offering solutions to clients. This role involves consulting with clients to understand their financial goals, preparing financial reports, and making recommendations based on the analysis of data. The consultant will maintain excellent communication with clients to ensure their financial needs are met and assist in the management and growth of their financial portfolios.

Qualifications

• Strong Analytical Skills and Finance knowledge
• Experience in Financial Services and Consulting
• Excellent Communication skills
• Ability to work independently and remotely
• Bachelor's degree in Finance, Business Administration, or related field
• Certifications in Financial Planning or related fields are a plus