Junior Financial Consultant

Careerwood Job Portal · recruiting for a confidential client

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Listing updated

Pay
₹25,000–40,000 a month
Location
Kolkata, West Bengal
Work mode
On-site
Job type
Contract
Experience
1–2 yrs
Category
Finance

In hand: about ₹22,400–36,000 a month after PF and income tax (estimate). How it's worked out

We are seeking a Junior Financial Consultant to assist clients with financial planning and investment strategies.

Apply now

About the role

As a Junior Financial Consultant, you will play a key role in supporting senior consultants by providing essential financial guidance to clients. Your responsibilities will include analyzing client financial situations, developing tailored financial plans, and assisting with investment strategies. This position is designed for individuals eager to kickstart their career in finance, offering a unique opportunity to gain hands-on experience in client interactions and financial analysis.

You will thrive in a collaborative environment that promotes professional growth and continuous learning. The hiring company values detail-oriented individuals who are passionate about finance and eager to expand their knowledge. This role not only serves as an excellent entry point into the finance industry but also allows you to contribute meaningfully to clients' financial success.

What you'll do

  • Support senior consultants in client meetings
  • Analyze financial data and prepare reports
  • Assist in the development of financial strategies
  • Conduct market research to identify investment opportunities
  • Maintain client records and documentation

What you'll need

  • Bachelor's degree in Finance, Economics, or related field
  • Basic understanding of financial principles and analysis
  • Strong analytical and communication skills

Skills

Proficient in Microsoft Excel and financial modeling Strong analytical and problem-solving skills Good verbal and written communication skills

Good to have

Experience with financial planning software Knowledge of investment products

Benefits

  • Opportunities for professional development
  • Health insurance
  • Flexible working hours

Interested in this role?

It takes about two minutes. Free to apply — Careerwood Jobs never asks candidates for money.

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Questions about this job

What are the main duties of this position?
You will analyze client financial situations and assist in developing financial plans.
What level of experience is required?
Candidates should have 1-2 years of experience in finance or related fields.
Is this an onsite role?
Yes, this position is onsite in BBD Bagh, Kolkata.
What is the salary for this position?
The salary range is between INR 25,000 to INR 40,000 per month.
How do I apply for this job?
Click "Apply Now" on this page to apply through Careerwood Job Portal. Careerwood Job Portal is recruiting for this role on behalf of a client employer.

Listing last updated

Junior Financial Consultant

₹25,000–40,000 a month

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