Current jobs related to Financial Planner - Varanasi - Satrix Technologies

  • Project Coordinator

    4 months ago

    Varanasi, Uttar Pradesh, India Alpran HR Services pvt ltd Full time

    We are looking for a responsible Project Coordinator to administer and organize all types of projects, from simple activities to more complex plans. Project Coordinator responsibilities include working closely with our Project Manager to prepare comprehensive action plans, including resources, timeframes and budgets for projects. You will perform various...

Financial Planner

3 months ago

Varanasi, India Satrix Technologies Full time

**job summary**

**Financial Planner responsibilities and duties**

The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to.
- Execute the vision of the company by providing financial planning, insurance and investment services to clients
- Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan
- Work with support staff to establish client records and update their files
- Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances
- Act as liaison to insurance providers and other financial professionals

**Financial Planner qualifications and skills**
- Bachelor’s Degree in Finance, Accounting or related field
- 3+ years’ experience in a financial planning role
- Strong ability to analyze market’s financial data and provide adequate financial advice
- Exceptional communication, presentation and negotiation skills
- Proficiency with Microsoft Office and accounting software

**Salary**: ₹11,135.49 - ₹49,618.62 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Varanasi, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)