Financial Advisor

Bajaj Life; Jharkhand; On-site; INR 600,000 - 1,500,000; Full time

Job summary

Bajaj Life is seeking an experienced financial professional to deliver personalized investment solutions and create comprehensive financial plans. The role requires accuracy and cross-checking of information to ensure high-quality client advice.

Responsibilities include providing planning support to clients, assisting investment professionals in relationship cultivation, and preparing/verifying financial plans for accuracy.

Qualifications

• Bachelor's degree in Finance or related field.
• 5+ years' of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Financial planning

Client relations

Attention to detail

Communication

Education

Bachelor's degree in Finance

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills