Financial Planner

1 week ago

Thane, India Gurpinder Singh Full time

JD:
They should be actually doing Financial Planning for HNI clients in their current role.

Financial planning includes goal planning, assessing risk appetite of clients.

As per their Goals and risk identifying his current investment and selecting financial products which will suit and meet his financial Goals.

Preparing Planning reports for the clients and taking signoff for further investment execution.

Should have hands-on experience in preparing cash flow sheets on clients investments and payouts.

They must be strong in verbal and written English communication along with XL and PPT skills as they have to Handle HNIs clients.

These Financial Planners are also called Portfolio Managers in some companies.

**Salary**: ₹200,000.00 - ₹300,000.00 per year

Schedule:

- Day shift
- Fixed shift

Ability to commute/relocate:

- Thane, Thane - 400703, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

License/Certification:

- Certified Financial Planner (preferred)

Work Location: One location

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