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Homeโ€บCompaniesโ€บMonika And Associatesโ€บAssociate Financial Advisory Mumbai
MA

Associate Financial Advisory Mumbai

๐Ÿ“LOCATIONMumbai City
๐Ÿ“ˆEXPERIENCE0 to 4 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryBFSI
๐Ÿ—“POSTED13 Aug 2026

01Overview

Develop and implement comprehensive financial plans and strategies for clients. Conduct thorough analysis of client financial data to identify areas of improvement. Provide expert advice on investment products and services to clients. Build and maintain solid relationships with clients and stakeholders. Stay up-to-date with industry trends and regulatory changes. Collaborate with cross-functional teams to deliver high-quality services to clients. Job Requirements Strong knowledge of financial markets and instruments. Excellent communication and interpersonal skills. Ability to work in a fast-paced setting and meet deadlines. Robust analytical and problem-solving skills. Proficient in financial software and systems. Ability to build and maintain solid relationships with clients and stakeholders. Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying. .

02What you'll need

Experience
0 to 4 Yrs
Employment Type
Full time
Programming languages
financial planningfinancial analysisrelationship managementcommunication skillsanalytical skillsstakeholder managementinvestment adviceindustry knowledgeproblemsolvingfinancial software

03About MONIKA AND ASSOCIATES

BFSIIndustry
Full timeEmployment Type
Mumbai CityLocation
Not Disclosed ยท salary hidden by employer
0 to 4 Yrs ยท Mumbai City
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
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