Financial Consultant Job in Akshayatritiya partner at CBD-Belapur, Ghansoli, Kharghar, Navi Mumbai

Position Summary:

We are looking for enthusiastic and driven interns to join our team as Financial Consultant (Interns). This internship offers a unique opportunity to gain practical experience in financial analysis, investment advisory, and client consulting while working under experienced finance professionals.

As a Financial Consultant Intern, you will support the team in assessing financial data, preparing reports, understanding market trends, and communicating with clients on financial planning and investment options. This role is ideal for commerce, finance, or economics students who wish to build a career in finance, banking, wealth management, or consulting.

Key Responsibilities:

1. Client Support & Advisory Assistance:

• Assist in understanding client financial goals, income, expenses, and risk appetite

• Support the preparation of customized investment plans or financial portfolios under supervision

• Communicate with clients via phone, email, or meetings for basic queries or follow-ups

2. Financial Analysis & Research:

• Analyze market trends, stocks, mutual funds, insurance products, or tax-saving instruments

• Help prepare financial summaries, reports, and performance projections

• Stay updated with current events impacting the financial markets

3. Documentation & Reporting:

• Assist in preparing client presentations, investment proposals, and Excel-based reports

• Maintain accurate client records, documentation, and follow-up schedules

• Support KYC documentation, compliance procedures, and CRM entries

4. Learning & Development:

• Attend in-house training sessions on financial products, tools, and sales techniques

• Get exposure to real-world financial consulting and portfolio-building methods

• Gain knowledge in personal finance, insurance, taxation, and wealth creation strategies

More information about this Financial Consultant Job

Please go through the below FAQs to get all answers related to the given Financial Consultant job

1. What are the job requirements to apply for this Financial Consultant job position?
   
   • Ans: A candidate must have a minimum of fresher as an Financial Consultant


2. What is the qualification for this job?
   
   • Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BBA/BBM, MBA/PGDM
   
   
3. What are the salary requirements for this job?
   
   • Ans: The salary range is between 10000 and 25000 Monthly. The Salary will depend on the interview. This Financial Consultant is a InternShip in Navi Mumbai.
   
   
4. What is the hiring Process of this job?
   
   • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
   
   
5. This Financial Consultant is a work from home job?
   • Ans: Yes,its a Work from Home Job.
   
   
6. How many job vacancies are opening for the Financial Consultant position?
   
   • Ans: There are immediate 1 job openings for Financial Consultant in our Organisation.