Financial Planner

1 week ago

Nashik, India HN MULTIVERRSE PVT LTD Full time

Job Description:
Knowledge & Skills
1. CFP is an added advantage.
2. Any additional certifications from FPSB, NCFM, etc preferred.
3. Sound communication skills.
4. Experience using MS-word and excel.
5. Strong technical knowledge including insurance, mutual funds, trusts, taxation etc.

Primary Responsibilities
1. Receiving the task from the Advisers
2. Capturing the task request into the Smart sheet
3. Understanding the End Users’ and Advisers’ requirements (Needs and expectations vs. Advice)
4. Review of End User details to determine missing information
5. Data Collection - Determining & collecting additional information (super & insurance research activity)
6. Contacting the adviser for clarification / additional information
7. Report Generation & editing

**Salary**: ₹15,000.00 - ₹20,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Nasik, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 7841846084

  • Financial Planner

    1 week ago

    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    Para Planner/Financial Planner Minimum RequirementsGraduate/Postgraduate in finance or relevant degree.Fresher/experience Financial planning/Investment/InsuranceUnderstanding of the financial planning process.Attention to detail.Good report writing skills.Strong command over English.Ability to work independently and multitask.Knowledge & SkillsCFP an added...

  • Financial Planner

    2 weeks ago

    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    Para Planner/Financial Planner Minimum RequirementsGraduate/Postgraduate in finance or relevant degree.Fresher/experience Financial planning/Investment/InsuranceUnderstanding of the financial planning process.Attention to detail.Good report writing skills.Strong command over English.Ability to work independently and multitask.Knowledge & SkillsCFP an added...

  • Financial Planner

    2 days ago

    Nashik, India Munificent Tech Services Pvt Ltd Full time

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...

  • Financial Planner

    2 weeks ago

    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time ₹ 3,60,000 per year

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...

  • Financial Planner

    4 days ago

    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...

  • Financial Planner

    4 days ago

    Nashik, Maharashtra, India Valenta AI Full time

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...

  • Financial Planner

    1 week ago

    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...

  • [Urgent Search] Unit Manager

    4 weeks ago

    Nashik, India Moneyfrog Financial Services Pvt. Ltd. Full time

    Unit Manager – Moneyfrog Financial Services Location: Chembur Employment Type: Full-Time Department: Unit Manager Job Description: Relationship Manager - Wealth - Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments....

  • Engineer Planner

    3 hours ago

    Nashik, Maharashtra, India Emerson Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    In This Role, Your Responsibilities Will Be:InitiatingUnderstand the project scope, schedule, cost budgets and other applicable contract documents from Project Manager after handover from sales.Set up the project in Enterprise tools & related Toolbox applications.Enable the project financially in Enterprise Tool.PlanningEngage with stakeholders to create a...