Senior Financial Planner

7 days ago

Hyderabad, Telangana, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 48,00,000

Job Summary

  • We develop customized financial strategies to help clients achieve their long-term and short-term goals.
  • We provide expert advice on taxes, retirement planning, investments, and insurance decisions based on each client's objectives.

Key Responsibilities:

  • Assess the impact of life changes and financial status updates on clients' financial plans and adjust them accordingly.
  • We visit clients at their homes and places of business to offer tailored consultation services.
  • We stay up-to-date with market trends and economic conditions.
  • We seek new clients through targeted marketing efforts, including advertising and seminar-hosting.
  • We collaborate with professionals such as accountants, real estate agents, attorneys, and other experts to verify information and research suitable investment opportunities for clients.

Functional Area:

  • Financial Planning
  • Financial Advisory Services
  • Strategic Financial Consulting
  • Investment Guidance
  • Loan Sales
  • Insurance Solutions
  • Financial Marketing Strategies

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build rapport with clients from diverse backgrounds. Strong analytical and problem-solving skills are also essential for this role.

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