Financial Conseller Job in Bangalore at Afford Plan
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Financial Conseller
Afford Plan
Full Time Job
2.5L-4L per annum
0-10 years
Posted 13 days ago
Location
- Bangalore
- Bengaluru
- Rajkot
Skills Required
- Financial Reporting
- Debt Management
- Wealth Management
- Communication Skills
- Interpersonal Skills
About this Job
Key Responsibilities:
- Assess clients’ financial status, income, expenses, and liabilities
- Provide advice on budgeting, savings, and debt management
- Guide clients on loans, credit products, and repayment strategies
- Educate customers on financial planning and wealth management
- Assist clients in improving credit scores and financial discipline
- Maintain accurate client records and documentation
- Build long-term relationships with clients for repeat engagement
- Stay updated with financial products, market trends, and regulations
Key Requirements:
- Strong understanding of financial products (loans, insurance, investments)
- Excellent communication and interpersonal skills
- Analytical mindset with problem-solving ability
- Customer-centric approach
Eligible Degrees
Who can apply
Documents Required
1. Resume
2. ID Proof (e.g. Aadhar Card, PAN Card, etc.)
Job Round
Round 1 :
L2 Interview In-Process
About Afford Plan
It’s unique flagship product - Affordplan Swasth is a bouquet of offerings tailored for healthcare providers as well as healthcare seekers. Currently partnered with 150+ hospital across the country, Affordplan has an active footprint in 20+ cities with lakhs of patient families as its patrons.
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