Financial Planner

1 week ago

Bhawanipore Kolkata West Bengal, India Cubic HR Full time

**Greetings**

Post**:The Financial Planning Consultant**

1)The Financial Planning Consultant will be responsible for helping clients achieve their financial goals through comprehensive financial planning investment management, and strategic advice.

**Responsibilities**:
1) **Financial Consultation**:
Conduct thorough financial assessments for clients to understand their financial goals, objectives, and risk tolerance.

2) **Investment Management**:
Recommend suitable investment portfolios based on clients' financial profiles and objectives.

3) **Client Relationship Management**:
Build and maintain strong relationships with clients through regular communication and reviews.

4) **Financial Education**:
Educate clients on various financial products, investment strategies, and risk management techniques

5)**Compliance and Regulations**:
Ensure compliance with regulatory requirements and industry standards.

6) **Documentation and Reporting**:
Maintain accurate and detailed records of client interactions, financial plans, and investment transactions.
- **Qualifications**:
Bachelor’s degree in Finance, Business, Economics, or related field. Master’s degree or professional certifications (such as CFP - Certified Financial Planner) are a plus.
- **Working Conditions**

Occasional client visits and meetings outside of regular office hours.

Travel may be required for client meetings or industry conferences.

**Experience**:3-5 years

**Salary**:30-35K PM

**Salary**: ₹30,000.00 - ₹35,000.00 per month

Schedule:

- Day shift

Application Question(s):

- 1) Where do you live in Kolkata and how far it's from Bhawanipore?
- 2) How many years of experience do you have in Financial Planning Consultant?
- 3)What is your current salary?
- 4) What is your current notice period?

Work Location: In person

**Speak with the employer**

+91 8100662016

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