Senior Financial Planner

11 hours ago


Amrāvati, Maharashtra, India beBeeFinance Full time ₹ 40,00,000 - ₹ 80,00,000

Financial Advisory Position Overview

The Financial Advisor will be responsible for assisting with financial planning and advisory services, managing client relationships, conducting market research, preparing financial reports, and supporting senior financial advisors.

Key Responsibilities
  1. Assist in providing comprehensive financial planning and advisory services to clients.
  2. Manage complex client relationships and build strong professional partnerships.
  3. Conduct thorough market research and analyze large data sets to support business decisions.
  4. Prepare detailed financial reports and present findings to stakeholders.
  5. Support senior financial advisors in developing and implementing strategic financial plans.
Requirements
  • Bachelor's degree in Finance, Economics, Business, or related field.
  • MBA in finance is an added advantage.
  • Excellent written and verbal communication skills.
  • Strong analytical skills and ability to analyze complex financial data.
  • Experience in conducting market research and preparing financial reports.


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