Financial Planner

5 days ago

Nashik, India Impact HR & KM Solutions Full time

Minimum Requirements
1. Graduate/Postgraduate in finance or relevant degree.
2. Fresher/experience
3. Financial planning/Investment/Insurance
4. Understanding of the financial planning process.
5. Attention to detail.
6. Good report writing skills.
7. Strong command over English.
8. Ability to work independently and multitask.

Knowledge & Skills
1. CFP 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 ect.

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 requirement (Needs and expectations vs. Advice)
4. Review of End Users details to determine missing information
5. Data Collection - Determining & collection of additional information (super & insurance research activity)
6. Contacting the adviser for clarification / additional information
7. Report Generation & editing
- Experience- 2 - 5 Years- Salary- 2 Lac 50 Thousand To 3 Lac P.A.- Industry- Financial Services / Banking, Investments / Insurance / stock market / Loan- Qualification- Diploma, B.B.A, B.Com, M.B.A/PGDM, M.Com- Key Skills- Financial Planning Brokerage Variance Analysis Financial Reporting Business Planning Controllership Financial PlannerAbout Company
- Contact Person- Impact HR and KM Solutions- Address- Ravi Chamber Basement, Below Laminate Gallery, Near Canada Corner Signal,Pacnhvati- Mobile- 8793740165

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