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Home
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Jobs in Pune
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Vansh Capital
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Associate Financial Planner

Associate Financial Planner

0 - 1 years

|

2 - 3 Lacs

Posted:1 day ago| Platform:

Apply

Skills Required

Communication Skills Presentation Skills Written Communication Interpersonal Skills Public Speaking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:

Financial Assessment:
Analyzing clients' financial status (income, expenses, assets, liabilities, risk tolerance).
Financial Planning:
Developing short-term and long-term financial plans, including retirement and estate planning.
Investment Advice:
Recommending suitable investment strategies, insurance products, and tax-saving options.
Guidance and Support:
Providing advice on budgeting, debt management, cash flow, and offering support during financial crises.
Implementation & Monitoring:
Helping clients implement financial plans and monitoring their progress.
Staying Updated:
Keeping abreast of financial regulations, market trends, and economic changes.
Building Relationships:
Fostering trust and long-term relationships with clients.

Key Skills:

Financial Analysis:
Ability to analyze complex financial data and identify areas for improvement.
Communication:
Effectively communicating financial information and recommendations to clients.
Problem-Solving:
Identifying and resolving financial challenges for clients.
Product Knowledge:
Understanding various financial products (investments, insurance, etc.) and their suitability for different clients.
Ethical Conduct:
Maintaining a fiduciary duty to act in the best interests of clients.

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