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Shri Global Wealth Enterprises

Finance Consultant

Shri Global Wealth Enterprises

Posted

3 weeks ago

Pune, Maharashtra, India

Onsite

INR 50K

Junior Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

As a Finance Consultant at Shri Global Wealth Enterprises, you will be responsible for providing personalized financial planning services to clients. This role requires excellent communication skills and a deep understanding of financial products. Ideal candidates should have a background in finance, with a focus on wealth management. You will work on-site in Pune and be part of a dynamic team that helps clients achieve their financial goals. No prior experience is necessary for this entry-level role.

About Company

Shri Global Wealth Enterprises specializes in personalized financial planning and wealth management services aimed at helping clients navigate their financial journeys.

Core Requirements

  • Bachelor's degree in Finance or related field
  • Strong communication skills
  • Understanding of financial products
  • Analytical thinking
  • Customer service orientation

Responsibilities

  • Consult with clients to understand their financial goals
  • Develop personalized financial plans
  • Analyze clients' financial situations
  • Provide ongoing support and advice
  • Educate clients on financial products
  • Maintain accurate records of client interactions
  • Collaborate with team members to enhance service offerings

Must Have skills

CommunicationAnalytical skillsCustomer serviceFinance knowledgeTeamwork

Nice To Have Skills

Sales skillsProblem-solvingTechnical skillsPresentation skillsNetworking

Job Keywords

FinanceConsultantPlanningWealth ManagementClient Relations

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