Financial Planner - Nashik

Company: Munificent Tech Services
Applicants: Applications: 4 | Visits: 30
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Recruiter Statistics: CVs seen: 4, Deleted: 0, Unread: 0
Location: Nashik, India
Employer Email: *********@*******.com (View email)
WhatsApp:  Send WhatsApp
Good communication in English
Domain knowledge
Financial planner
Financial analysis
Financial budget
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
- 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.
Week end off (sat/sun)

Work Day: Full Time
Employment type: Permanent Job
Salary: INR 15,000.00 - 20,000.00 Monthly
Positions available: 5

Minimal experience: Unspecified
Gender: Indistinct

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