Certified Financial Planner

7 months ago

Palghat, India Velodata global private limited Full time

Financial Plan preparation supervision and presentation to clients/groups.
- To be a knowledge point and having good understanding about investment products and various asset classes
- Disseminate the importance of Financial planning among prospects
- Lead a team of junior planners
- Manage client relationships and communications
- Understand the cost and revenue expectations of the business and work progressively
- Give presentations in Financial planning awareness Meetings and establish the concept on a wider scale.
- Client satisfaction, service and retention benchmark achievement

**Experience and Certification requirements**:
**CFP/CWM/ NISM XA and XB with minimum of 2+ years’ experience in Financial plan preparation**

**Academic Qualification: MBA - Finance, M. Com, MA Economics**

Pay: Up to ₹69,870.09 per month

Schedule:

- Day shift
- Fixed shift

Application Question(s):

- How many years experience in Financial plan preparation?
- CFP/CWM/ NISM XA and XB - which certification you are holding?
- Notice period?
- ECTC?
- Are you ready to work in Palakkad?
- How much % the JD matches with your profile?

**Experience**:

- total work: 2 years (preferred)

Work Location: In person

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