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Financial Planner

1 month ago

Mumbai, India Puneet Pande Full time

Job Opening: Relationship Manager (Financial Planner)


Key Responsibilities:

• Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations)

• Evaluation and analysis of the client’s current financial position

• Development and presentation of the financial analysis to the client

• Implementation of the financial recommendations

• Monitoring and tracking the financial goals and how it is performing

• Operation: Discuss with Client / Relationship manager on the transaction for the  client and able to execute transaction online through transaction platform

• Review of Client Portfolio: Regular monitoring of Client portfolio and review it every quarter.

• Insurance: Prepare Insurance quotes for Client and review existing insurance policy.


 Desired candidate profile:


 Graduate in any discipline with CFP Degree

 Oral and written communication skills in English

 Efficient at MS Office

 Comfortable with use of technology