Personal Financial Advisor (2-5 Yrs) Mumbai (BFSI Sales) by SCALING THEORY TECHNOLOGIES PVT LTD

Updazz.com (July-2017 से पंजीकृत) ने 5 दिन पहले इस नौकरी को पोस्ट किया था

Key Responsibilities:- Interact directly with customers via phone, video, chat, or email.- Understand the client s financial situation, needs, and goals.- Diagnose financial gaps and suggest actionable solutions.- Prepare financial health reports, plan summaries, and action plans.- Stay updated on financial products, regulatory changes, and market developments.- Coordinate with internal teams to resolve customer cases (e.g. EPF issues, insurance claims, tax filings, etc.).- Maintain high levels of empathy, accuracy, and trust in every interaction.Key Domains You ll Work On:- Provident Fund (EPF/EPS)- Term and Health Insurance- Tax Optimization- Retirement Planning- Mutual Funds & SIPs- Loans & Liabilities- Estate Planning/HUF/NominationsQualifications:- 2-5 years of experience in personal finance advisory, wealth management, financial planning, or tax consulting.- CFP/CFA/NISM/Registered Investment Adviser qualification preferred.- Strong understanding of Indian financial products, taxation, EPF rules, and compliance.- Excellent communication, listening, and problem-solving skills.- Ability to explain complex financial topics in simple language.- High ethical standards with a customer-first mindset. (ref:updazz.com)

Payroll Type : Permanent