Financial Planner- Admin

2 days ago


Nashik, India HN MULTIVERRSE PVT LTD Full time

1. Analyze clients' financial statuses (e.g. income, expenses, and liabilities)
2. Examine and suggest financial opportunities (e.g. insurance plans, investments)
3. Develop sound plans and budgets for clients.
4. Customize financial plans according to clients' changing needs.

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

**Salary**: ₹99,850.29 - ₹349,095.10 per year

Schedule:

- Day shift

Ability to commute/relocate:

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

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 9404463050


  • Financial Planner

    2 weeks ago


    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    Para Planner/Financial Planner Minimum RequirementsGraduate/Postgraduate in finance or relevant degree.Fresher/experience Financial planning/Investment/InsuranceUnderstanding of the financial planning process.Attention to detail.Good report writing skills.Strong command over English.Ability to work independently and multitask.Knowledge & SkillsCFP an added...

  • Financial Planner

    2 hours 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....

  • Financial Planner

    2 days ago


    Nashik, 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...

  • Financial Planner

    6 days ago


    Nashik, 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...

  • Financial Planner

    1 week 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...

  • Financial Planner

    1 week 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...

  • 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...

  • Financial Planner

    3 hours 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...


  • Nashik, India Moneyfrog Financial Services Pvt. Ltd. Full time

    Unit Manager – Moneyfrog Financial Services Location: Chembur Employment Type: Full-Time Department: Unit Manager Job Description: Relationship Manager - Wealth - Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments....

  • Financial Planner

    2 weeks ago


    Nashik, India HN MULTIVERRSE PVT LTD Full time

    Job Description: Knowledge & Skills 1. CFP is an added advantage. 2. Any additional certifications from FPSB, NCFM, etc preferred. 3. Sound communication skills. 4. Experience using MS-word and excel. 5. Strong technical knowledge including insurance, mutual funds, trusts, taxation etc. Primary Responsibilities 1. Receiving the task from the Advisers 2....