Financial Planner

5 days ago

Goregaon East Mumbai Maharashtra, India Bizaccenknnect Pvt. Ltd. Full time

**Job description**

**Profile - ** Financial Planner
**Experience - **2 years
- Must having excellent Communication
- Must having Experience as financial Planner.
- Deep Knowledge about Financial Planning.

**Qualification** - Graduate
**Certified - **CFP / CWM / NISM XA-XB. **( any of this must with Graduation )**
**Location - **Goregaon East, Mumbai

**Responsibilities**
▪ Create a financial plan after understanding the client profile.
▪ Understand Company Approach and services.
▪ Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress.
▪ Verifying and cross-checking the generated financial plans.
▪ Perform client service activities.
▪ Make nudges for the clients.
▪ Ensuring compliance with quality and safety requirements.

**Skills**:

- Analytic and problem-solving skill
- Collaborative and result oriented.
- Should possess high level of interpersonal and communication skills and be an effective team player
- Proficient knowledge of MS Excel and Tools.

Regards

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

Pay: ₹20,000.00 - ₹45,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift
- Morning shift

**Experience**:

- total work: 2 years (required)

Work Location: In person

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