About the role
In this role, you will work directly with clients to assess their financial needs and provide tailored investment solutions. Your expertise in portfolio management and financial planning will help clients achieve their goals. If you are passionate about finance and dedicated to client success, this position is perfect for you. You will be part of a dynamic team that values collaboration and innovation.
What you'll do
- Assess client financial needs
- Develop personalized investment strategies
- Monitor and adjust client portfolios
- Educate clients on financial products
What you'll need
- Bachelor's degree in Finance or related field
- Certified Financial Planner (CFP) or equivalent
- Strong analytical and interpersonal skills
Skills
Investment management
Client relationship management
Financial analysis
Good to have
Sales experience
Knowledge of stock markets
Benefits
- Competitive salary
- Performance bonuses
- Health insurance
Interested in this role?
It takes about two minutes. Free to apply — LocoJobs never asks candidates for money.
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Questions about this job
What are the primary responsibilities of this role?
You will assess client needs, develop financial plans, and manage investment portfolios.
What qualifications are required?
A degree in finance or related fields, along with relevant certification, is preferred.
Is this a remote position?
No, this role is onsite in Indore.
What is the salary range for this position?
The salary range is between INR 40,000 to INR 70,000 per month.
How do I apply for this position?
Click "Apply Now" on this page to apply through LocoJobs. LocoJobs is recruiting for this role on behalf of a client employer.
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