Lead Financial Planner

3 weeks ago


Mumbai, Maharashtra, India iimjobs Full time
Lead Financial Planner

Responsibilities:

  • Create a financial plan after understanding the client profile.
  • Understand company Approach and services.
  • Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress.
  • Verifying and crosschecking the generated financial plans.
  • Perform client service activities.
  • Make nudges for the clients.
  • Ensuring compliance with quality and safety requirements.
Skills

  • Analytic and problemsolving skill
  • Collaborative and result oriented.
  • Should possess high level of interpersonal and communication skills and be an effective team player
  • Proficient knowledge of MS Excel and Tools.

Requirements:

  • Qualification Post Graduate with CFP, CWM, NISM XA-XB
  • Experience 5 to 9 years of experience with an understanding of business, financial products, customer knowhow, and technology.

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