Junior Financial Planner

54 minutes ago

Kharghar Navi Mumbai Maharashtra, India V-Financial Services Full time ₹ 4,20,000 per year

Job Description: Junior Financial Planner

About V-Financial Services

V-Financial Services is a Mumbai-based, all-women-led financial planning and wealth management firm catering to HNI and corporate clients. We specialize in financial planning, tax planning, retirement planning, and multi-asset investment management with a strong client-centric approach.

Position: Junior Financial Planner

Experience Required: 1–2 years

Qualification: CFP Completion Certificate (Mandatory)

Location: Mumbai / Navi Mumbai

Note: Only female candidates should apply.

Key Responsibilities

  • Assist in preparing comprehensive financial plans covering investments, tax planning, retirement planning, and risk profiling.
  • Handle client interactions, understand financial goals, and recommend suitable planning strategies.
  • Engage with clients to promote investments across various asset classes such as mutual funds, bonds, PMS, insurance, and alternative products.
  • Review client investment portfolios, identify gaps, and suggest portfolio rebalancing.
  • Execute investment transactions on platforms like BSE Star, MF Utility, or internal tools as per approved financial plans.
  • Support tax planning inputs and coordinate client documentation.
  • Prepare MIS reports, track portfolio performance, schedule periodic review meetings, and maintain organized client records.
  • Ensure timely follow-up, proactive communication, and high-quality service delivery.

Skills & Competencies

  • Strong understanding of personal finance, goal-based planning, and basic taxation.
  • Excellent English communication and client-handling skills.
  • Knowledge of financial products and investment platforms.
  • Analytical, detail-oriented, disciplined, and proactive.

Education

  • Graduate or Postgraduate in Commerce/Finance.
  • CFP Certification (Completed) – Mandatory

Job Type: Full-time

Pay: ₹20, ₹35,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Internet reimbursement

Work Location: In person

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