Financial Planner

2 days ago

Mumbai, India GEPL Capital Full time

**About the job**:

- Able to understand client’s requirements needed to draft a detailed financial plan & conduct one on one client meetings
- Advising clients on their existing portfolio.
- Restructuring the portfolio based on their needs
- Reviewing clients’ accounts and planning regularly to determine life changes that would affect financial strategy.
- Monitoring market trends.
- Writing timely articles & creating podcasts

**What you will do**:

- Stock
- Mutual fund
- Private equity,
- Others which offers by company

**Compensation**:
**Role**
- Certified Financial Planner**Salary**
- hike from current salary**Industry**
- Broking /NBFC**Functional Area**
- Financial Planner**Role Category**
- Financial Planner**Job Type**
- Permanent**Education**
- Financial Planner**Key Skills**
- Any Graduate
- CFP Must
- NISM Certification is a pre-requisite before job commencement

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