Paraplanner

7 days ago

Kharghar Navi Mumbai Maharashtra, India Finoviser financial services Full time

**V Financial Services**: A wealth advisory firm, V-Financial Services, has been rendering innovative and unequalled financial solutions to corporates as well as individuals. As a group of qualified financial professionals with an enriched experience of 20+ years in the BFSI sector, VFS has emerged as a female-led company with cosmopolitan presence.

**1 year exp as financial planner** in any wealth management firm, Broking firm etc. must be strong in investment planning, retirement planning. Strong in XL and Ppt and hands on exp on the same.

**CFP certification must or must be in final year of CFP.**

Should be strong in.
- Client relationship management
- investment management
- ⁠investment review and rebalancing
- ⁠Great English written and verbal communication
- **CTC**:

- As per company standards

Pay: ₹10,000.00 - ₹12,000.00 per month

**Benefits**:

- Cell phone reimbursement

Schedule:

- Day shift

Work Location: In person

**Speak with the employer**
+91 8976926822

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