Financial Planner
3 weeks ago
Responsibilities:
Collection of clients’ financial data including their income, expenses, and liabilities.
Offer support and guidance in financial, insurance, and investment planning.
Create strategic financial plans and budgets for clients.
Monitor clients' needs and adjust their financial plans accordingly.
Prepare financial and business analysis reports.
Present and market financial products and services. Find potential clients and foster long-lasting relationships.
Ensure you stay updated on the latest regulations, practices, and financial products.
**Job Types**: Full-time, Regular / Permanent, Fresher
**Salary**: ₹15,000.00 - ₹22,000.00 per month
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Kandivali, Mumbai - 4, Maharashtra: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- financial planning: 1 year (preferred)
**Speak with the employer**
+91 9702490900
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