Financial Advisory Specialist

Prakhar Software Solutions Pvt. Ltd.2007; Delhi; On-site; INR 500,000 - 900,000; Full time

Job summary

Prakhar Software Solutions Pvt. Ltd.2007 in New Delhi is seeking a Financial Advisory Specialist to guide clients on wealth strategies and investments. You will tailor financial plans based on goals and risk tolerance, and work with a team to deliver holistic solutions.

The role focuses on advisory excellence, regulatory compliance, and ongoing client reviews to foster long-term relationships and growth in a dynamic market.

Qualifications

• 3+ years of experience in financial advisory or wealth management.
• Strong understanding of investment strategies and regulatory requirements.
• Excellent analytical, communication, and client-facing skills.

Responsibilities

• Provide personalized financial advice and investment recommendations based on client goals and risk tolerance.
• Conduct in-depth financial analysis and create comprehensive financial plans.
• Assist clients with retirement planning, tax planning, and estate planning.
• Analyze market trends and economic data to identify opportunities.
• Ensure regulatory compliance and maintain accurate documentation.
• Build and maintain long-term client relationships through regular reviews.
• Collaborate with internal teams to offer holistic financial solutions.
• Stay updated with financial laws, trends, and industry best practices.

Skills

Financial advisory

Investment planning

Financial analysis

Retirement planning

Tax planning

Estate planning

Regulatory compliance

Client relationship management

Job description

Description

Job Title: Financial Advisory Specialist

Location : New Delhi

Experience : 3-8 years

Key Responsibilities

• Provide personalized financial advice and investment recommendations based on client goals and risk tolerance
• Conduct in-depth financial analysis and create comprehensive financial plans
• Assist clients with retirement planning, tax planning, and estate planning
• Analyze market trends and economic data to identify opportunities
• Ensure regulatory compliance and maintain accurate documentation
• Build and maintain long-term client relationships through regular reviews
• Collaborate with internal teams to offer holistic financial solutions
• Stay updated with financial laws, trends, and industry best practices