Financial Planner

1 week ago


Nashik, Maharashtra, India Impact HR & KM Solutions Full time
Minimum Requirements

  • Graduate/Postgraduate in finance or relevant degree.
  • Fresher/experience
  • Financial planning/Investment/Insurance
  • Understanding of the financial planning process.
  • Attention to detail.
  • Good report writing skills.
  • Strong command over English.
  • Ability to work independently and multitask.
Knowledge & Skills

  • CFP an added advantage.
  • Any additional certifications from FPSB, NCFM etc preferred.
  • Sound communication skills.
  • Experience using MS-word and excel.
  • Strong technical knowledge including insurance, mutual funds, trusts, taxation ect.
Primary Responsibilities

  • Receiving the task from the Advisers
  • Capturing the task request into the Smart sheet
  • Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)
  • Review of End Users details to determine missing information
  • Data Collection - Determining & collection of additional information (super & insurance research activity)
  • Contacting the adviser for clarification / additional information
  • Report Generation & editing


Experience Years
  • Salary 2 Lac 50 Thousand To 3 Lac P.A.
  • Industry
  • Financial Services / Banking, Investments / Insurance / stock market / Loan
  • Qualification
  • Diploma, B.B.A, B.Com, M.B.A/PGDM, M.Com
  • Key Skills
  • Financial Planning Brokerage Variance Analysis Financial Reporting Business Planning Controllership Financial PlannerAbout Company


Contact Person
  • Impact HR and KM Solutions
  • Address
  • Ravi Chamber Basement, Below Laminate Gallery, Near Canada Corner Signal,Pacnhvati
  • Mobile

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