Paraplanner

7 days ago

Andheri Mumbai Maharashtra, India SaffronBizz Solutions LLP Full time

Greetings

We have an excellent opportunity for Para Planner for a well-known company

Location - Andheri

Experience - 1 years with CFP Certified

Female Only

Role
- 1. Conducting meetings with new clients (physical at client’s place and/or virtual) and understanding their complete requirement.

2. Understanding client’s risk profile and recommend products.

3. Maintaining client’s confidential data in Excel sheet.

4. Help client to prepare annual Budget of their Cash Flow

5. Providing guidance to clients on optimising their tax outgo.

6. Analysing client’s existing Investments and Insurances and recommending better ones.

7. Suggesting Investments as per Client’s medium term and long term goals

**Salary**: ₹25,000.00 - ₹30,000.00 per month

Schedule:

- Day shift

**Experience**:

- CFP Certified: 1 year (required)
- Para Planning: 1 year (required)

**Speak with the employer**
+91 9834796232

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