Certified Finacial Planner

**Job Overview**:

- Post Date:

- 05-Feb-2024
- Last Date:

- 17-Feb-2024
- Location:

- Multiple
- Vacancy:

- 3
- Job Type:

- Full-time
- Gender Preference:

- Any
- Salary:

- Up to 35k/month
- Interview Mode:

- Face to Face

**Certified Finacial Planner (3 openings)**:

- Banking and Financial
- Multiple

**Location Details**:

- Kottayam, Calicut and Trivandrum

**Salary Details**:

- Up to INR 35,000/month

**Education**:
MBA - Finance, M. Com, MA Economics
- CFP/CWM/ NISM XA and XB certifications

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

One of the leading Financial Company is looking for their investments advisory department for Branches.
- Position: Certified Finacial Planner

Details:

- 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