Lead Financial Planner
4 weeks ago
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 cross-checking the generated financial plans.
- Perform client service activities.
- Make nudges for the clients.
- Ensuring compliance with quality and safety requirements.
Skills
- Analytic and problem-solving 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 know-how, and technology.
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