Personal Financial Consultant

Company Description

1CR Club is a comprehensive wealth management and financial advisory platform that helps individuals and families plan, invest, and prosper with confidence. We create personalized roadmaps for financial independence and execute investments seamlessly through secure online transactions. Our proven strategies and expert guidance help track growth effortlessly and navigate market cycles. We provide end-to-end financial solutions, catering to both personal and business needs, including business and personal financial planning, investment advisory, insurance planning, and tax & estate planning.

Role Description

This is a full-time on-site role for a Personal Financial Consultant located in New Delhi. The Personal Financial Consultant will be responsible for developing personalized financial plans, offering financial advice and services, conducting financial needs analysis, and managing client portfolios. Daily tasks also include consulting with clients, understanding their financial goals, recommending investment options, and providing regular reviews of financial plans. The role will also involve maintaining records, monitoring market trends, and staying updated with financial products and services.

Qualifications

• Skills in Financial Planning, Finance, and Financial Services
• Experience in Consulting and Sales
• Strong communication and interpersonal skills
• Ability to analyze and interpret financial data
• Relevant certifications such as CFP (Certified Financial Planner) or other financial planning certifications
• Bachelor's degree in Finance, Economics, Business, or related field