Financial Planner

Munificent Tech Services

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.

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.

Knowledge & 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

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.

• Experience

  0 - 2 Years

• No. of Openings

  05

• Education

  B.B.A, B.Com, M.B.A/PGDM, M.Com

• Role

  Financial Planner

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office