Financial Planner

2 days ago

Chembur Mumbai Maharashtra, India SaffronBizz Solutions LLP Full time

We have an excellent opportunity for the profile of **Financial Planner.**

**Qualification**: CFP

**Experience**: 3 - 5 years

**Location**: Chembur

The scope of work will include the following:

- 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities)
2.Examine and suggest financial opportunities. (e.g. equity investments, debt investments, insurance planning)
3.Develop sound plans and budgets for clients.
4.Customize financial plans according to clients’ changing needs.
5.Help clients implement their plans and carry out transactions.
6.Present suitable financial products and services.
7.Build strong relationships with clients.
8.Maintain updated knowledge of regulations, practices and financial products.

Please Note: There is no sales related work or targets. It is purely financial planning work profile

**Skills Required**:
Good communication and English Speaking skills

Pay: ₹70,000.00 - ₹80,000.00 per month

Schedule:

- Day shift

**Experience**:

- Financial planning: 3 years (preferred)
- CFP certification: 2 years (preferred)

Work Location: In person

**Speak with the employer**
+91 7039030614

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