Financial Planner

7 days ago

Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time ₹ 3,60,000 per year

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.
  • Freshers/experienced candidates are welcome to apply.
  • Strong background in financial planning, investment, and insurance.
  • Exceptional 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, ₹30,000.00 per month

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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