Financial Planner Expert

1 week ago


Hyderabad, Telangana, India Gamut HR Solutions Full time

Company Overview

Gamut HR Solutions is a small-sized company based in Hyderabad, catering to diverse client needs.

Job Overview

We are hiring a Financial Planner Expert for a Full-Time position at the Mid-Level level in Hyderabad. This role requires a minimum of 4 years and a maximum of 6 years of experience.

Qualifications and Skills

  • Financial Acumen: Strong understanding of financial planning, investment management, risk assessment, estate planning, tax planning, client relationship management, market research, and retirement planning.

Roles and Responsibilities

  • Developing Financial Plans: Create tailored financial plans for clients based on their goals, risk tolerance, and financial situation.
  • Portfolio Management: Effectively manage investment portfolios, making adjustments as needed to ensure alignment with clients' objectives.
  • Risk Assessment and Mitigation: Identify and mitigate potential risks in client portfolios to minimize losses and maximize returns.
  • Estate and Tax Planning: Assist clients with strategies for effective estate and tax planning, ensuring their assets are protected and their tax liabilities are minimized.
  • Client Relationship Management: Foster strong relationships with clients through regular communication, reviews, and updates on their financial progress.
  • Market Research: Conduct thorough market research to stay informed about financial trends, opportunities, and challenges affecting clients' investments.
  • Retirement Planning: Help clients achieve their desired lifestyle after retirement by developing personalized retirement plans.

Estimated Salary: ₹25-30 Lakhs per annum (approximately $32,000-$39,000 USD), commensurate with experience.



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