Certified Financial Planning Expert

7 days ago


Pune Maharashtra, India Hiring Guru Full time

**Key Responsibilities**:

- Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
- Guide individuals in making informed financial decisions for long-term financial well-being.
- Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
- Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
- Analyze financial data, track progress, and optimize financial plans for better results.
- Represent Organisation at conferences, meetings, and industry events to promote financial education.

**Qualifications & Skills**:

- Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred).
- A CFP certification would be a definite advantage, alternatively should have a

NISM XA - XB qualification or working towards the same
- Minimum of 7 years of experience in financial advisory or related fields of which atleast 3 years should be in a leadership position
- Strong knowledge of financial planning, investment strategies, and wealth management.
- Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.
- Analytical mindset with the ability to assess financial data and provide strategic recommendations.
- Self-driven, goal-oriented, and passionate about helping others achieve financial success.

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

Pay: Up to ₹1,600,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Application Question(s):

- Have you handled HNI Clients?
- Have you worked as a Team Leader?
- Do you have a CFP certification? If not, are you planning to pursue CFP certification?
- Current CTC
- Expected CTC
- Notice Period:

- Are you comfortable in working at Bapat Road, Pune?

Work Location: In person



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