Financial Advisor

Location

Delhi | India

Job description

Company Description

Seabucks Finserv PVT LTD is a South Delhi-based financial services company. The Name 'SeaBucks' is inspired by a health-enriching plant Seabuck. With over decades of experience in handling financial portfolios and mastering the financial investment markets, we know how to nourish your financial growth. We take utmost care in delivering solutions tailormade to suit your requirements and exceed your expectations. We go the extra mile to serve you according to your budget and financial goals.

Role Description

This is a full-time on-site role for a Financial Advisor located in South Delhi. The Financial Advisor will be responsible for advising clients on their financial profiles, proposing financial plans, and providing financial investment recommendations. The Financial Advisor will also be responsible for developing business relationships with clients to gain their trust and open new opportunities.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics or a related field
• Demonstrated experience in finance, investment, or accounting with a passion for the financial industry
• Excellent communication, interpersonal, and customer service skills
• Strong analytical and problem-solving skills, and attention to detail
• Familiarity with financial planning software, CRM software, and Microsoft Office Suite
• Ability to work well in a team environment, and to collaborate with other professionals
• Professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is preferred

Job tags

Salary