SimpliWealth

Financial Planning Assistant

SimpliWealth
Jaya Nagar, Bengaluru/Bangalore
₹23,000 - ₹30,000 monthly*

Fixed

₹23,000 - ₹27,000

Average Incentives*

₹3,000

Earning Potential

₹30,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 1 yearMin. 1 year
Good (Intermediate / Advanced) EnglishGood (Intermediate / Advanced) English

Job highlights

Urgently hiring

Urgently hiring

1 applicants

1 applicants

Job Description

As an Assistant Financial Advisor, you will play a critical role in supporting the firm’s financial advisory team by assisting with client relations, generating leads, and contributing to the overall financial planning process. You will be responsible for ensuring clients' queries are handled effectively, supporting their financial goals, and providing timely assistance to the senior financial advisors.

Job role

Work location
Work locationSimpliWealth, 9th Main Road, Jayanagar 3rd Block, Jayanagar, Bengaluru, Karnataka, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBanking/Loan Sales
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 1 year
Education
EducationGraduate
Skills
SkillsCustomer service, Good Communication Skills, Lead Generation, CRM, Business development
English level
English levelGood (Intermediate / Advanced) English
Age limit
Age limit20 - 35 years
Gender
GenderFemale

About company

Name
NameSimpliWealth
Address
AddressSimpliWealth, 9th Main Road, Jayanagar 3rd Block, Jayanagar, Bengaluru, Karnataka, India
Job posted by SimpliWealth

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You can expect a minimum salary of 23,000 INR and can go up to 30,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Bengaluru to get hired quickly.

The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.

Only Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Bengaluru at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is 6 May 2026. For more details, download apna app and find Full Time jobs in Bengaluru . Through apna, you can find jobs in 64 cities across India. Join NOW!