Financial Planner

4 weeks ago

Mumbai, Maharashtra, India HRipple Solutions Full time
' : : , | ‐ Are you passionate about helping clients achieve their financial aspirations? As a Financial Planner, you'll build tailored financial strategies, manage client portfolios, conduct reviews, and deliver expert investment advice.
You'll play a pivotal role in ensuring clients meet their financial goals through comprehensive planning and exceptional service.

• Client Portfolio Management -Build and manage client portfolios based on financial objectives, risk appetite, and preferences -Conduct regular portfolio reviews, adjusting strategies to align with goals and market conditions
• Financial Planning & Advisory -Create personalized plans for investments, retirement, taxes, and estate needs -Provide ongoing advice and adjust plans as clients' circumstances evolve
• Client Communication & Relationship Building -Maintain frequent interaction via monthly calls, in-person sessions, and virtual meetings -Keep clients updated on market changes, regulation shifts, and new offerings
• Transaction & Compliance Management -Oversee KYC procedures, investment transactions, paperwork, and documentation -Collaborate with internal teams for accurate and timely execution
• Reporting & CRM Maintenance -Generate review reports comparing current positions with initial plans and suggest refinements -Maintain records in CRM—tracking interactions, plan progress, and transactions
• Training & Development -Stay current with financial regulations, products, trends -Share knowledge with peers and help onboard new team members ' 1.
Bachelor's in Finance, Accounting, Economics, or related field 2.
CFP certification or equivalent preferred 3.
Minimum 3 years experience in financial planning or client-facing wealth roles 4.
Strong Excel skills and proficiency with financial planning tools 5.
Hands-on familiarity with Zoho CRM (or similar)6.
Excellent communication—able to simplify complex financial concepts 7.
Detail-oriented, analytical, and proactive problem solver 8.
Comfortable working both independently and collaboratively ?
• Fast-paced, client-focused financial planning environment
• Exceptional opportunity to build and own comprehensive client relationships
• Supportive culture of continuous learning—training, mentorship, peer insights
• Vibrant office location in Chembur, Mumbai Send your resume.@.

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