Financial Planner

3 days ago

Nashik Maharashtra, India Valenta AI 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 more.

**Immediate joining**

**Shift Timings -**

**11AM to 8PM**

**10 AM to 7PM**

**7:30 AM to 4:30PM**

Our vision is to be the go-to outsourcing partner, embodying optimism, transparency, commitment, and integrity in all we do. Join us in shaping India’s role as a leading Knowledge Process Outsource (KPO) destination while fostering growth for our team, partners, and community.

Primary Responsibilities:

- Collaborate with advisers to receive task assignments and understand project requirements.
- Accurately document task requests in the Smart Sheet for seamless task tracking.
- Thoroughly comprehend the needs and expectations of end users and advisers, ensuring alignment with the provided advice.
- Review End Users' details to identify any missing information and initiate corrective actions
- Play a pivotal role in data collection, including assessing the need for supplementary information through super and insurance research activities.
- Liaise with Advisers to seek clarifications or obtain additional information as needed.
- Generate, prepare, and edit reports, ensuring they adhere to high-quality standards and effectively communicate financial insights.

Minimum Requirements:

- Graduate/Postgraduate in finance or a relevant degree.
- Strong background in financial planning, investment, and insurance.
- **Exceptiona**l command over the English language
- Profound understanding of the financial planning process.
- Meticulous attention to detail.
- Excellent report-writing skills.
- Ability to work independently, manage multiple tasks, and meet deadlines.

Certifications and added skills:

- Possession of a Certified Financial Planner (CFP) designation is a definite advantage.
- Additional certifications from reputable institutions such as FPSB, NCFM, etc., are preferred.
- Outstanding verbal and written communication skills.
- Proficient in using MS Word and Excel.
- Sound technical knowledge of insurance, mutual funds, trusts, taxation, and related areas

**Benefits**:

- Competitive salary and benefits package.
- Opportunity to work in a dynamic and supportive environment.
- Collaborate with experienced professionals in the financial services industry.
- Access to ongoing training and professional development opportunities.

Munificent Tech Services (MTS) is an equal opportunity employer. We value diversity and strive to create an inclusive workplace for all individuals.

**Job Types**: Full-time, Permanent

Pay: ₹20,000.00 - ₹30,000.00 per month

Ability to commute/relocate:

- Nashik, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Master's (required)

**Experience**:

- Financial planning/paraplanning: 1 year (preferred)

Shift availability:

- Day Shift (required)

  • Financial Planner

    2 weeks 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....

  • Junior Financial Planner

    1 week ago

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

    **Job Description: Junior Financial Planner** **About V-Financial Services** V-Financial Services is a Mumbai-based, all-women-led financial planning and wealth management firm catering to HNI and corporate clients. We specialize in financial planning, tax planning, retirement planning, and multi-asset investment management with a strong client-centric...

  • Junior Financial Planner

    2 weeks ago

    Kharghar, Navi Mumbai, Maharashtra, India V-Financial Services Full time ₹ 4,20,000 per year

    Job Description: Junior Financial PlannerAbout V-Financial ServicesV-Financial Services is a Mumbai-based, all-women-led financial planning and wealth management firm catering to HNI and corporate clients. We specialize in financial planning, tax planning, retirement planning, and multi-asset investment management with a strong client-centric...

  • 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...

  • Junior Planner

    2 weeks 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...

  • Financial Planner

    2 weeks 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

    1 week ago

    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time ₹ 3,60,000 per year

    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...

  • Financial Planning Assistant

    5 days ago

    Mumbai, Maharashtra, India Manek Financial Advisors Pvt Ltd Full time

    The Financial Planning Associate will play a crucial role in supporting our team of experienced financial planners in developing and implementing effective financial strategies for our clients. This position offers an excellent opportunity for a detail-oriented professional with a strong passion for financial planning and client...

  • Certified Financial Planner

    2 weeks 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 Literacy Planner

    5 days ago

    Andheri, Mumbai, Maharashtra, India K12 TECHNO SERVICES PRIVATE LIMITED Full time

    **Job Title**: Financial Literacy Planner **Job Overview**: **Responsibilities and Duties**: **Content (Primary Task)**: - Write instructional and activity-based content. - Research on current pedagogy in the educational world. - Create worksheets for classwork and homework. - Write and design textbooks/workbooks. - Create and design activities for...