Financial Planner

Munificent Tech Services

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

• 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