Financial Planner

  • icon job experience 0 - 2 Years
  • icon job opening 10 Openings
  • icon salary 1.8-3.0 Lac/Yr
  • icon job location Nashik
  • Face-to-Face interview Face-to-Face interview
Key Skills

Financial Planning Brokerage Financial Reporting Business Planning Strong Technical Knowledge Knowledge Insurance Mutual Funds Trusts Taxation Strong English Language

Job Description

Job Role: Para Planner/Financial Planner

Experience: Fresher/Experience

Location: Nashik

Shift: Morning Shift/AUS shift

Minimum Requirements

1. Graduate/Postgraduate in finance or relevant degree.

2. Minimum 1-year experience within the financial planning/Investment/Insurance.

3. Understanding of the financial planning process.

4. Attention to detail.

5. Good report writing skills.

6. Strong command over English.

7. Ability to work independently and multitask.

Knowledge & Skills

1. CFP an added advantage.

2. Any additional certifications from FPSB, NCFM etc preferred.

3. Sound communication skills.

4. Experience using MS-word and excel.

5. Strong technical knowledge including insurance, mutual funds, trusts, taxation ect.

Primary Responsibilities

1. Receiving the task from the Advisers

2. Capturing the task request into the Smart sheet

3. Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)

4. Review of End Users details to determine missing information

5. Data Collection - Determining & collection of additional information (super & insurance research activity)

6. Contacting the adviser for clarification / additional information

7. Report Generation & editing
  • Experience

    0 - 2 Years

  • No. of Openings

    10

  • Education

    B.Com, Post Graduate Diploma, M.Com, I.C.W.A

  • 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

About Munificent Tech Services

Munificent is a proprietary knowledge base, unique analytical frameworks and well tested methodologies allows us to efficiently extract intelligence from data and transform it into actionable insights which enable smart decisions. Our approach and engagements are highly customized to the unique interests and circumstances of each client. In all our work, we ensure our insights translate into action.
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