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Senior Financial Planner

3 weeks ago


Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000
Job Description:

As a seasoned financial professional, you will be responsible for delivering tailored investment solutions to help clients achieve their short-term, medium-term, and long-term financial objectives.

Key Responsibilities:
  • Explain various types of investment product features and financial services over the phone to potential clients.
  • Develop and deepen client relationships by providing exceptional customer service.
  • Educate clients on investment options and potential risks to ensure informed decision-making.
  • Recommend investments to clients or select investments on their behalf based on their individual needs and goals.
  • Help clients plan for specific circumstances, such as education expenses, tax planning, or retirement planning, to ensure they are well-prepared for the future.
  • Meet with clients to understand their needs and demands, and provide personalized advice and guidance.
  • Prepare comprehensive financial plans that take into account both short-term and long-term investments to meet clients' evolving needs.
  • Provide regular updates on the performance of investment portfolios to ensure clients are aware of their progress.

Requirements:

  • Graduate Fresher
  • Strong finance knowledge
  • Mathematical skills