Financial Planner

4 days ago

Mumbai, India Suretek Infosoft Full time

**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**: ₹16,000.00 - ₹19,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

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

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