Financial Planner

15 hours 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: ₹80,000.00 - ₹100,000.00 per month

Schedule:

- Day shift

**Experience**:

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

Work Location: In person

**Speak with the employer**

+91 7039030614

  • Financial Planner

    1 week ago

    Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time

    **Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

  • Financial Planner

    3 days ago

    Lower Parel, Mumbai, Maharashtra, India SSterling Workforce Enterprises Private Limited Full time

    **Financial Planner** **Experience: 1+ Year** **Responsibilities**: **Provide financial planning support to clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and retirement planning.** **Coordination with clients: Assist in gathering client data and communicating with clients to understand...

  • Financial Planner

    3 days ago

    Lower Parel, Mumbai, Maharashtra, India SSterling Workforce Enterprises Private Limited Full time

    Job Description: Experience: 1 Year Education & Certification: Bachelor's Degree in Finance or Related Field CFP / NISM 10(A) / NISM 10(B) **Skills**:Strong Knowledge in MS Office Good Communication Skills Client Handling Financial Planning Strong Understanding of the Investment Business **Responsibilities**: Provide financial planning support to...

  • Financial Planner

    3 days ago

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

    Job Role: Para Planner/Financial Planner Experience: Fresher/Experience Location: Nashik Minimum Requirements 1. Graduate/Postgraduate in finance or relevant degree. 2. Minimum 1-year experience within the financial planning/Investment/Insurance. 3. Understanding of the financial planning process. 4. Attention to detail. 5. Good report writing skills. 6....

  • Certified Financial Planner

    3 days ago

    Mumbai, Maharashtra, India Planyourworld Training Academy Private Limited Full time

    Job Title: Certified Financial Planner Company Overview: Planyourworld Training Academy Pvt. Ltd. is dedicated to spreading financial literacy and empowerment. We provide comprehensive financial education to help individuals and families take control of their financial futures. Job Summary: **Salary**: - CTC from 10 to 15 lacs + performance...

  • Financial Planner

    1 week ago

    Mumbai, Maharashtra, India HRipple Solutions Full time

    ' :: , | ‐Are you passionate about helping clients achieve their financial aspirations? As a Financial Planner, you'll build tailored financial strategies, manage client portfolios, conduct reviews, and deliver expert investment advice. You'll play a pivotal role in ensuring clients meet their financial goals through comprehensive planning and...

  • Financial Planner

    4 weeks ago

    Mumbai, Maharashtra, India HRipple Solutions Full time

    ' : : , | ‐ Are you passionate about helping clients achieve their financial aspirations? As a Financial Planner, you'll build tailored financial strategies, manage client portfolios, conduct reviews, and deliver expert investment advice.You'll play a pivotal role in ensuring clients meet their financial goals through comprehensive planning and...

  • Financial Planner

    4 weeks ago

    Mumbai, India HRipple Solutions Full time

    ' : : , | ‐Are you passionate about helping clients achieve their financial aspirations? As a Financial Planner, you'll build tailored financial strategies, manage client portfolios, conduct reviews, and deliver expert investment advice. You'll play a pivotal role in ensuring clients meet their financial goals through comprehensive planning and...

  • Financial Planner

    2 weeks ago

    Mumbai, Maharashtra, India HRipple Solutions Full time

    𝗪𝗲'𝗿𝗲 𝗛𝗶𝗿𝗶𝗻𝗴: 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗲𝗿 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: 𝗖𝗵𝗲𝗺𝗯𝘂𝗿, 𝗠𝘂𝗺𝗯𝗮𝗶 | 𝗙𝘂𝗹𝗹‐𝗧𝗶𝗺𝗲 𝗔𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗥𝗼𝗹𝗲Are you passionate about helping clients achieve their financial...

  • Financial Planner

    2 weeks 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...