Assistant Financial Planner & Operations Executive

V Financial Services

0 - 1 years

1 Lacs

navi mumbai

Posted:1 week ago| Platform:

Apply

Skills Required

presentation skills ms office excel basic understanding of wealth planning client relationship management understanding of financial calculation ms office powerpoint understanding of financial investment products strong english communication

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Analyse clients financial status (e.g., income, expenses and liabilities)
Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
Develop sound financial plan and budgets for clients according to their changing needs.
Help clients implement their plans and carry out transactions.
Present and sell suitable financial products and services.
Build strong relationships to retain existing clients.
Maintain updated knowledge of regulations, practices and financial products.
Review and rebalancing of clients investment portfolio
Ensuring prompt service response to the client
Tax implication evaluation and tax filling

Preferred candidate profile

Fresher Graduates from Insurance and banking background
Fresher PGDBM candidates
Candidate who is NISM certified
Candidate who has Financial Planing / Wealth Management Certification
Candidates who has work experience of approx 1 year in any wealth management company
Candidate who has 1 year of Experience in backend operation of any financial broking firm/ with Corporate Agency firms ( who deals in MF, Insurance etc.)

www.vfinancialservices.com

More Jobs at V Financial Services

Financial Planner

Navi Mumbai

1.0 - 2.0 yrs

INR 3 - 6 Lacs

Financial Services Operations Specialist

navi mumbai

1.0 - 3.0 yrs

INR 2 - 4 Lacs

Relationship Manager

navi mumbai

2.0 - 5.0 yrs

INR 3 - 4 Lacs

Assistant Financial Planner & Operations Executive

navi mumbai

Experience: Not specified

INR 1 - 1 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.