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Financial Advisory Specialist

  • Prakhar Softwares Solutions Pvt.Ltd
  • Delhi / NCR
Skills : Financial Advisory, Investment Planning, Wealth Management, Risk Management, Retirement Planning, Tax Strategy

Description :

Job Title: Financial Advisory Specialist

Location : New Delhi

Experience : 3-8 years

Key Responsibilities:

Provide personalized financial advice and investment recommendations based on client goals and risk tolerance

Conduct in-depth financial analysis and create comprehensive financial plans

Assist clients with retirement planning, tax planning, and estate planning

Analyze market trends and economic data to identify opportunities

Ensure regulatory compliance and maintain accurate documentation

Build and maintain long-term client relationships through regular reviews

Collaborate with internal teams to offer holistic financial solutions

Stay updated with financial laws, trends, and industry best practices

Job Overview

  • Posted date : 2025-07-16
  • Location : Delhi / NCR
  • Vacancy : 3
  • Job nature : Full Time
  • Salary : Not Disclosed
  • Job Shift : Morning

Company Information

Prakhar Softwares Solutions Pvt.Ltd

Prakhar Softwares Solutions is a CMMI Level 3 , ISO 9001:2015, ISO 27001:2013 certified company dealing in multiple projects including software development, Staffing Management, Recruitment Process Outsourcing, E-governance. We have 10 offices across India and working for various e-governance projects of National Importance.

  • Name: Sahasha Namdeo
  • Web : prakharsoftwares.com
  • Email: info@prakharsoftwares.com