Financial Planning Manager

3 days ago

Hyderabad, India Gamut HR Solutions Full time
Company Overview

Gamut HR Solutions will help you find the right kind of job

Job Overview

Mid-Level position with 4 to 6 years of experience, Full-Time role based in Hyderabad, Telangana, India. Salary range: Competitive. Gamut HR Solutions, a company with a focus on job placements, headquartered in Hyderabad with 2-10 employees.

Qualifications and Skills

Proven experience as a Financial Advisor or Wealth ManagerIn-depth knowledge of investment strategies and financial productsExcellent communication and interpersonal skillsStrong analytical and problem-solving abilitiesCertifications such as CFP, CFA, or similar are a plus

Roles and Responsibilities

Provide financial planning and investment advice to clientsDevelop personalized financial strategies based on client goalsMonitor and review client portfolios regularlyRecommend suitable investment products and insurance plansAssist clients in building and managing wealth effectively

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