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Certified Financial Planner

3.00 to 6.00 Years   Navi Mumbai,Mumbai City, Thane   19 Jun, 2024
SAFFRONBIZZ SOLUTIONS LLP
Job LocationNavi Mumbai,Mumbai City, Thane
EducationNot Mentioned
SalaryRs 9 - 14 Lakh/Yr
IndustryFinancial Services
Functional AreaOthers
EmploymentTypeFull-time

Job Description

    Dear Candidates,We have an excellent opportunity for the profile of Financial Planner.Qualification: CFPExperience: 3-5 yearsLocation: ChemburThe candidate will need to collate data from clients and make financial plans. S/he will also need to present it to the clients. It will involve regular interactions with clients and also get their operational work done as regards to their investments. We seek a graduate (preferably with work experience) with good communication and english speaking skills and knowledge of excel. CFP as an additional qualification is desired but not mandatory.The scope of work will include the following :-1.Analyze clients financial status (e.g. income, expense, assets and liabilities)2.Examine and suggest financial opportunities. (e.g. equity investments, debt investments, insurance planning)3.Develop sound plans and budgets for clients.4.Customize financial plans according to clients changing needs.5.Help clients implement their plans and carry out transactions.6.Present suitable financial products and services.7.Build strong relationships with clients.8.Maintain updated knowledge of regulations, practices and financial products.Please Note: There is no sales related work or targets. It is purely financial planning work profileSkills Required:Good communication and English Speaking skillsFor more details about the company and job profile contact us at hidden_mobile or email us at hidden_emailThanks & Regards,HR Aarti

Keyskills :
cfpcertified financial planner

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