Junior Planner

5 hours ago

Kharghar Navi Mumbai Maharashtra, India V-Financial Services Full time

**About V-Financial Services**

V-Financial Services is a women-owned and driven wealth management and financial planning firm, serving HNIs, corporate clients, insurance agents, and distributors across multi-asset products. We specialize in holistic financial, tax, and retirement planning with a client-first approach.

**Role Overview**

**Key Responsibilities**
- **Client Onboarding & Data Gathering**:

- Collect financial and personal data from clients (income, assets, liabilities, insurance, investments).
- Ensure accurate KYC documentation and compliance with regulatory requirements.
- **Plan Preparation & Analysis**:

- Assist in building financial plans, cash flow analysis, investment portfolios, and insurance reviews.
- Conduct basic research on mutual funds, insurance, bonds, equity, and alternate products.
- Support tax and retirement planning models under guidance of senior planners.
- **Execution & Servicing**:

- Coordinate with Operations & Customer Service team for investment execution.
- Track plan progress, prepare client investment reports, and flag deviations.
- Support cross-selling opportunities aligned with client needs.
- **Client Engagement**:

- Attend review meetings with senior planners.
- Handle client queries on basic investment products with prompt and accurate responses.
- **Internal Collaboration**:

- Update internal software and maintain client financial data.
- Support compliance, audit, and documentation processes.

**Key Performance Indicators (KPIs)**
- Accuracy & timeliness of client financial data entry and analysis.
- Number of financial plans/reports prepared and delivered within TAT.
- Contribution to client satisfaction (feedback rating ≥ 4/5).
- Adherence to compliance and documentation standards.
- Demonstrated learning of products and planning tools.

**Qualifications & Skills**
- Bachelor’s degree in Finance, Commerce, Economics, or related field.
- NISM / CFP / CFA Level 1 (preferred or willingness to pursue).
- Strong analytical and MS Excel/financial modeling skills.
- Good communication (written & verbal) and client-facing confidence.
- Detail-oriented, ethical, and eager to learn.

**Career Path**

This role offers a growth trajectory into **Financial Planner → Senior Financial Planner → Wealth Manager**, with continuous learning, certifications, and exposure to HNI and corporate clients.

Pay: ₹20,000.00 - ₹36,177.15 per month

**Benefits**:

- Cell phone reimbursement
- Paid sick time

Work Location: In person

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