Chartered Financial Planner

5 days ago

Aundh Pune Maharashtra, India Definedge Solutions Full time

**Job in brief**: The Financial planner helps individuals and companies examine and determine their financial situations and suggest ways to use them appropriately by investing in savings and investments.

**Hiring Agency**: Namura HR Consultancy Hiring for Definedge Solutions Hiring Company: Definedge Solutions

**Company Location**:Shubbaan Investments Pvt Ltd** is an investments assistance company giving services for mutual funds, tax saving options, sources for children’s higher education, health and general insurance plans and

Will writing advisory services

**Address**: 13, Sunshine Greens Phase I, Off Aundh Road, Pune - 411020 Phone:
+91-XXXXXXXXXX
,2580 6269

**Work experience range**: 1-2 years

**Annual CTC**: Average Rs 2.7 Lac Per annum (LPA) Monthly Rs 22.5 KPM

**Required Qualification**: B. Com with a certificate course in financial planning

**Work Model: Work from Office and 6 days’ a week**

**Role & Responsibilities**:

- Consult with clients to determine financial needs and goals and prepare sound financial plans for clients
- Reviewing existing financial documents. Understand the current financial scenario of the clients and analyze their cash flow, Insurance coverage, tax status and retirement plan.
- Generating new business by devising strategies attracting new clients.
- Advising clients on current financial issues
- Examining and suggesting financial options like stocks, bonds, and mutual funds to prospects
- Opening accounts for clients and disbursing funds as per goals. Customizing as per the client’s changing needs, presenting and selling financial products and services, assist them in understanding and implementing a proposed solution

**Skills Required**:

- The ability to analyze financial information,
- Passion for building and maintaining strong client relationships with new and existing customers and accounts.
- Managerial Skills
- Attention To Detail
- Proficiency with MS Office and CRM systems
- Strong ethics and outstanding communication skills,
- Ability to analyze financial information without compromising on stipulated regulations.

**Salary**: ₹20,000.00 - ₹22,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Application Question(s):

- 1. Do you have formal certification in financial planning?
- 2. Do you have min. 6-month experience in financial planning and advisory services?
- 3. Are you OK for Work from Office and 6 days’ work-week job?

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