Financial Planner

**job summary**

**Financial Planner responsibilities and duties**

The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to.
- Execute the vision of the company by providing financial planning, insurance and investment services to clients
- Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan
- Work with support staff to establish client records and update their files
- Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances
- Act as liaison to insurance providers and other financial professionals

**Financial Planner qualifications and skills**
- Bachelor’s Degree in Finance, Accounting or related field
- 3+ years’ experience in a financial planning role
- Strong ability to analyze market’s financial data and provide adequate financial advice
- Exceptional communication, presentation and negotiation skills
- Proficiency with Microsoft Office and accounting software

**Salary**: ₹11,135.49 - ₹49,618.62 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Varanasi, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)