Financial Planner

Primary Role

At Haardik Nayak Financial Products Distribution Pvt. Ltd., we seek a skilled Financial Planner to provide expert financial advice and guidance to clients on various aspects of personal or business finance. Key responsibilities include analysing client's financial status, goals and investment preferences, developing and implementing comprehensive financial plans, advising clients on investment strategies and risks management, and monitoring clients investments to adjust the investment strategy as needed.

Secondary Role

The successful candidate will also advise clients on retirement planning, including estimating retirement income needs and developing a plan to achieve those goals. Additionally, they will be responsible for recommending investments such as Mutual Funds, Portfolio Management, and insurance products like Life insurance, Health insurance & motor insurance. The role also involves educating clients on financial literacy and investment best practices, networking and building relationships with potential clients to expand the client base, and maintaining accurate records of all client interactions and financial transactions.

Skills Required

We are looking for a candidate with strong financial knowledge, excellent sales skills, and strong communication skills, who is confident, self-motivated, and has good presentation skills.