Financial Planner

1 week ago

Kolkata West Bengal, India Work Panda Cooperation LLP Full time

We are currently seeking a highly skilled and certified **Financial Planner** to join our dynamic team.

**Position Overview**:
As a **Financial Planner** with NISM Certification XA/XB, you will play a crucial role in helping our clients achieve their financial goals by creating comprehensive financial plans. You will work closely with clients to assess their financial situations, recommend suitable investment strategies, and provide expert advice on insurance, retirement planning, tax optimization, and other financial matters.

**Key Responsibilities**:

- **Client Consultation**: Meet with clients to understand their financial goals, aspirations, and current financial situation.
- **Financial Analysis**: Analyze clients' financial data, including income, expenses, assets, liabilities, and investment portfolios, to develop personalized financial plans.
- **Investment Advice**: Provide expert guidance on investment strategies, including equity, debt, mutual funds, and other financial products, aligned with clients' risk tolerance and objectives.
- **Retirement Planning**: Assist clients in creating comprehensive retirement strategies, ensuring they have sufficient resources for a secure retirement.
- **Tax Planning**: Help clients optimize their tax situation through effective planning and legal financial strategies.
- **Insurance Planning**: Advise clients on life, health, and other insurance products to protect their financial well-being.
- **NISM Certification Application**: Leverage your NISM XA/XB certification to stay updated on the latest regulatory requirements and ensure clients receive accurate, compliant, and effective financial solutions.
- **Ongoing Client Relationships**: Maintain long-term relationships with clients, offering continuous support and advice as their financial circumstances evolve.

**Required Qualifications**:

- **Certification**: NISM Certified in **XA (Investment Adviser)** or **XB (Mutual Fund Distributor)** or both.
- **Experience**: Minimum [X] years of experience as a financial planner or in a similar role within financial advisory services.
- **Knowledge**: In-depth knowledge of financial products, investment strategies, tax planning, and retirement planning.
- **Skills**: Strong analytical skills, attention to detail, and the ability to communicate complex financial concepts clearly to clients.
- **Client Focused**: Strong interpersonal and communication skills with the ability to build and maintain client relationships.
- **Regulatory Knowledge**: Familiarity with SEBI, IRDA, and other regulatory bodies' guidelines and compliance requirements

Pay: ₹20,000.00 - ₹30,000.00 per month

**Benefits**:

- Health insurance

Supplemental Pay:

- Performance bonus

Work Location: In person

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