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: ₹15,000.00 - ₹50,000.00 per month
Experience:
- Financial concepts: 1 year (Preferred)
Work Location: In person
