We are seeking driven Personal Finance Advisors to deliver financial planning, client education, and advisory services aligned with the 'Save, Protect, Grow' framework.
Key Responsibilities:
1 Conduct 1:1 personal finance consultations
2 Create customized financial plans (budgeting, insurance, investments, goal planning)
3 Deliver financial literacy training sessions and workshops
4 Recommend financial products (mutual funds, insurance, etc.)
5 Build and maintain client relationships
6 Provide periodic portfolio reviews
7 Collaborate with sales and marketing teams
Eligibility Criteria:
1 NISM XA & XB certification OR SEBI Registered Investment Advisor (RIA)
2 Background in finance/commerce preferred
3 Freshers with certification can apply
Skills Required:
1 Strong communication skills
2 Analytical thinking
3 Client-focused approach
4 Understanding of financial markets
5 Ability to simplify financial concepts
Compensation:
Competitive fixed salary with performance-based incentives and growth-linked structure.
Growth Path:
Financial Advisor → Senior Advisor → Wealth Manager → Advisory Lead
Pay: From ₹25,000.00 per month
Work Location: In person
