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Finance Consultant
Shri Global Wealth Enterprises
Posted
3 weeks ago

Pune, Maharashtra, India

Onsite

INR 50K

Junior Level

Full Time

Job Categories

Finance Consulting Advisory Planning Management

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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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