Qualified Financial Advisor

Lever, Inc.; Bengaluru; On-site; INR 500,000 - 2,200,000; Full time

Job summary

Lever, Inc. in Bengaluru, Karnataka, India, is seeking an Associate-level Financial Advisor to tailor financial plans that meet client goals and risk preferences. You will assess client profiles, design personalized schemes, and monitor progress through regular check-ins to ensure alignment with advised strategies.

The role emphasizes client servicing, timely nudges, and strict adherence to quality standards and regulatory requirements. Minimum 3+ years of experience is expected.

Qualifications

• Experience designing personalized financial plans based on client goals and risk profile.
• Ability to explain complex financial concepts clearly to clients.
• Strong analytical skills for monitoring plan progress and outcomes.

Responsibilities

• Develop a deep understanding of our philosophy and service suite to align client needs with financial solutions.
• Assess client profiles to design tailored financial plans based on goals and risk appetite.
• Monitor progress of financial plans and conduct regular check-ins with clients.
• Verify plans for thoroughness, realism, and regulatory compliance.
• Execute client servicing activities and resolve queries to enhance satisfaction.
• Create timely nudges and communications to drive recommended actions.
• Ensure adherence to internal standards and regulatory requirements.

Skills

Financial Advisory

Qualified Financial Advisor

Job description

This role is for one of our clients

Seniority level: Associate level
Industry: Financial Services

Min Experience: 3+ years
Location: Bengaluru, Karnataka, India
JobType: full-time

₹5,00,000 - ₹22,00,000 a year

Requirements

• Develop a deep understanding of our philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions
• Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position
• Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy
• Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant
• Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.
• Create and deliver nudges—timely reminders and communications—to encourage clients to take recommended financial actions
• Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements

Must-have skills

Financial Advisory, Qualified Financial Advisor

Good-to-have skills

personal finance, Finance Domain