Financial Planner

2 months ago


Hyderabad, India VMSIGMA FINSERV PRIVATE LIMITED Full time

**Job description**

**Job Description of a CFP**
- Must be good at All calculations like FV, PV, RATE, NETWORTH...etc
- Deliver a full range of goals-based financial planning/wealth strategies including assessment of client needs
- Deliver holistic goals-based financial solutions to clients
- Prepare and present detailed customized client reports
- To review the Investment Strategy and to suggest any modification if required
- Good understanding of various financial products and markets.
- Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
- Proficient in MS Office (Excel, Word, PowerPoint)
- Proactive, positive approach. Able to grasp/learn concepts and procedures quickly
- Good communication skill with great leadership quality

**Salary**: ₹11,089.66 - ₹49,103.70 per month

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

Application Deadline: 27/04/2023


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