Certified Financial Planner

2 weeks ago

Palakkad, Kerala, India Velodata global private limited Full time
Financial Plan preparation supervision and presentation to clients/groups.

  • To be a knowledge point and having good understanding about investment products and various asset classes
  • Disseminate the importance of Financial planning among prospects
  • Lead a team of junior planners
  • Manage client relationships and communications
  • Understand the cost and revenue expectations of the business and work progressively
  • Give presentations in Financial planning awareness Meetings and establish the concept on a wider scale.
  • Client satisfaction, service and retention benchmark achievement

Experience and Certification requirements:

CFP/CWM/ NISM XA and XB with minimum of 2+ years' experience in Financial plan preparation

Academic Qualification:
MBA - Finance, M. Com, MA Economics

Pay:
Up to ₹69,870.09 per month

Schedule:

  • Day shift
  • Fixed shift

Application Question(s):

  • How many years experience in Financial plan preparation?
  • CFP/CWM/ NISM XA and XB which certification you are holding?
  • Notice period?
  • ECTC?
  • Are you ready to work in Palakkad?
  • How much % the JD matches with your profile?

Experience:

- total work: 2 years (preferred)

Work Location:
In person

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