Certified Financial Planner (CFP)

As an MFD-focused financial solutions firm, you will play a crucial role in empowering clients with personalized financial strategies, specializing in mutual funds, asset allocation, and goal-based financial solutions. Your responsibilities will include: - Managing end-to-end client onboarding by coordinating with back-office teams for seamless account setup. - Preparing and presenting tailored financial solutions, portfolio reviews, mutual fund investments, and asset allocation strategies. - Conducting client meetings to address queries, provide instant solutions, and educate clients on MFD products and schemes. - Maintaining client data privacy, utilizing risk profiling tools, and managing portfolio reporting systems. - Staying updated on mutual fund trends, macroeconomic shifts, and global markets to share valuable insights with clients. The ideal candidate for this role will possess the following qualifications: - Education: Graduate in Finance, Commerce, or a related field along with CFP Certification. - Experience: Minimum 1 year of experience in the mutual fund or financial planning field. In addition, you should have the following skills: - Excellent communication skills to simplify complex financial concepts for clients. - Proficiency in tools like Excel, the MF utility platform, or financial planning software. - An analytical mindset for risk assessment and client-centric solutions. - Basic understanding of mutual fund products, financial planning, and other related products.,