Financial Planner

2 weeks ago


Mumbai, Maharashtra, India HRipple Solutions Full time

𝗪𝗲'𝗿𝗲 𝗛𝗶𝗿𝗶𝗻𝗴: 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗲𝗿

𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: 𝗖𝗵𝗲𝗺𝗯𝘂𝗿, 𝗠𝘂𝗺𝗯𝗮𝗶 | 𝗙𝘂𝗹𝗹‐𝗧𝗶𝗺𝗲

𝗔𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗥𝗼𝗹𝗲

Are you passionate about helping clients achieve their financial aspirations? As a Financial Planner, you'll build tailored financial strategies, manage client portfolios, conduct reviews, and deliver expert investment advice. You'll play a pivotal role in ensuring clients meet their financial goals through comprehensive planning and exceptional service.

𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀


• Client Portfolio Management

-Build and manage client portfolios based on financial objectives, risk appetite, and preferences

-Conduct regular portfolio reviews, adjusting strategies to align with goals and market conditions


• Financial Planning & Advisory

-Create personalized plans for investments, retirement, taxes, and estate needs

-Provide ongoing advice and adjust plans as clients' circumstances evolve


• Client Communication & Relationship Building

-Maintain frequent interaction via monthly calls, in-person sessions, and virtual meetings

-Keep clients updated on market changes, regulation shifts, and new offerings


• Transaction & Compliance Management

-Oversee KYC procedures, investment transactions, paperwork, and documentation

-Collaborate with internal teams for accurate and timely execution


• Reporting & CRM Maintenance

-Generate review reports comparing current positions with initial plans and suggest refinements

-Maintain records in CRM—tracking interactions, plan progress, and transactions


• Training & Development

-Stay current with financial regulations, products, trends

-Share knowledge with peers and help onboard new team members

𝗪𝗵𝗮𝘁 𝗪𝗲'𝗿𝗲 𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗙𝗼𝗿

1. Bachelor's in Finance, Accounting, Economics, or related field

2. CFP certification or equivalent preferred

3. Minimum 3 years experience in financial planning or client-facing wealth roles

4. Strong Excel skills and proficiency with financial planning tools

5. Hands-on familiarity with Zoho CRM (or similar)

6. Excellent communication—able to simplify complex financial concepts

7. Detail-oriented, analytical, and proactive problem solver

8. Comfortable working both independently and collaboratively

𝗪𝗵𝘆 𝗝𝗼𝗶𝗻 𝗨𝘀?


• Fast-paced, client-focused financial planning environment


• Exceptional opportunity to build and own comprehensive client relationships


• Supportive culture of continuous learning—training, mentorship, peer insights


• Vibrant office location in Chembur, Mumbai

𝗛𝗼𝘄 𝘁𝗼 𝗔𝗽𝗽𝗹𝘆

Send your resume 𝘀𝗮𝗽𝗻𝗮.𝗵𝗿𝗶𝗽𝗽𝗹𝗲@𝗴𝗺𝗮𝗶𝗹.𝗰𝗼𝗺


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