Financial Planner

20 hours ago

Nashik Maharashtra, India Valenta AI Full time

About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and more.

**Immediate joining**

**Shift Timings -**

**11AM to 8PM**

**10 AM to 7PM**

**7:30 AM to 4:30PM**

Our vision is to be the go-to outsourcing partner, embodying optimism, transparency, commitment, and integrity in all we do. Join us in shaping India’s role as a leading Knowledge Process Outsource (KPO) destination while fostering growth for our team, partners, and community.

Primary Responsibilities:

- Collaborate with advisers to receive task assignments and understand project requirements.
- Accurately document task requests in the Smart Sheet for seamless task tracking.
- Thoroughly comprehend the needs and expectations of end users and advisers, ensuring alignment with the provided advice.
- Review End Users' details to identify any missing information and initiate corrective actions
- Play a pivotal role in data collection, including assessing the need for supplementary information through super and insurance research activities.
- Liaise with Advisers to seek clarifications or obtain additional information as needed.
- Generate, prepare, and edit reports, ensuring they adhere to high-quality standards and effectively communicate financial insights.

Minimum Requirements:

- Graduate/Postgraduate in finance or a relevant degree.
- Strong background in financial planning, investment, and insurance.
- **Exceptiona**l command over the English language
- Profound understanding of the financial planning process.
- Meticulous attention to detail.
- Excellent report-writing skills.
- Ability to work independently, manage multiple tasks, and meet deadlines.

Certifications and added skills:

- Possession of a Certified Financial Planner (CFP) designation is a definite advantage.
- Additional certifications from reputable institutions such as FPSB, NCFM, etc., are preferred.
- Outstanding verbal and written communication skills.
- Proficient in using MS Word and Excel.
- Sound technical knowledge of insurance, mutual funds, trusts, taxation, and related areas

**Benefits**:

- Competitive salary and benefits package.
- Opportunity to work in a dynamic and supportive environment.
- Collaborate with experienced professionals in the financial services industry.
- Access to ongoing training and professional development opportunities.

Munificent Tech Services (MTS) is an equal opportunity employer. We value diversity and strive to create an inclusive workplace for all individuals.

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

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

Schedule:

- Day shift
- Fixed shift
- Monday to Friday
- Morning shift
- UK shift
- US shift

Ability to commute/relocate:

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

**Education**:

- Master's (required)

**Experience**:

- Financial planning/paraplanning: 1 year (preferred)

Shift availability:

- Day Shift (required)

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