Financial Planner - Nashik
Financial Planner - Nashik
| Job Title: | Financial Planner |
| Company: | Munificent Tech Services |
| Applicants: | Applications: 4 | Visits: 30 |
| Your Application: | You have not applied yet |
| Recruiter Statistics: | CVs seen: 4, Deleted: 0, Unread: 0 |
| Location: | Nashik, India |
| Salary: | INR 15,000.00 - 20,000.00 Monthly |
| Published: | 21/09/2023 |
| ID: | 391700733 |
| Employer Email: | *********@*******.com (View email) |
| WhatsApp: | Send WhatsApp |
| Share: |
|
JOB DESCRIPTION
JOB DESCRIPTION
Requirements:
Good communication in English
Domain knowledge
Financial planner
Financial analysis
Financial budget
Responsibilities:
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
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.
Benefits:
Week end off (sat/sun)
JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: INR 15,000.00 - 20,000.00 Monthly
Positions available: 5
JOB REQUIREMENTS
Minimal experience: Unspecified
Gender: Indistinct
Good communication in English
Domain knowledge
Financial planner
Financial analysis
Financial budget
Responsibilities:
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
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.
Benefits:
Week end off (sat/sun)
JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: INR 15,000.00 - 20,000.00 Monthly
Positions available: 5
JOB REQUIREMENTS
Minimal experience: Unspecified
Gender: Indistinct
Requirements:
Good communication in English
Domain knowledge
Financial planner
Financial analysis
Financial budget
Responsibilities:
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
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.
Benefits:
Week end off (sat/sun)
JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: INR 15,000.00 - 20,000.00 Monthly
Positions available: 5
JOB REQUIREMENTS
Minimal experience: Unspecified
Gender: Indistinct
Good communication in English
Domain knowledge
Financial planner
Financial analysis
Financial budget
Responsibilities:
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
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.
Benefits:
Week end off (sat/sun)
JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: INR 15,000.00 - 20,000.00 Monthly
Positions available: 5
JOB REQUIREMENTS
Minimal experience: Unspecified
Gender: Indistinct
Are you suitable for this job?
-
Find out your score for this position and tailor your profile to secure this job.
-
?/100
- Consult
-
On the way! Our Artificial Intelligence engine has started analyzing your resume. This may take a few minutes. We will send you an email when the results are ready.
- How does it work?