Certified Financial Planner

Role & responsibilities

• Understand client goals, risk profile, financial background, and investment preferences.
  
• Prepare comprehensive financial plans covering wealth creation, retirement planning, tax planning, and insurance needs.
  
• Periodically review and rebalance portfolios to optimize returns and manage risk.

• Assist clients with efficient tax-saving strategies under current tax laws.
  
• Provide guidance on capital gains taxation, investment-linked deductions, and tax-efficient financial structures.

• Conduct regular review meetings, performance analysis, and financial health checks.
  
• Address client queries, maintain long-term trust, and deliver high-quality service.

• Track financial markets, economic trends, and product updates.
  
• Prepare reports, investment comparisons, and presentations for clients.

Preferred candidate profile

• Certified Financial Planner (CFP) mandatory
  
• 15 years of experience in financial planning, wealth management, mutual funds or investment advisory
  
• Fresh CFP-certified candidates with strong knowledge may also apply
  
• Strong understanding of mutual funds, equity markets, taxation, retirement planning, and insurance products
  
• Proficiency in financial planning tools, MS Excel, and financial analysis
  
• Familiarity with KYC, CKYC, FATCA, SEBI & AMFI compliance requirements
  
• Excellent communication and presentation skills
  
• Ability to explain financial concepts clearly to clients
  
• Strong relationship-building and client-handling abilities
  
• Detail-oriented, ethical, and client-centric
  
• Analytical mindset with strong problem-solving capability
  
• Self-motivated with the ability to work independently and as part of a team
  
• Comfortable working in an on-site role in Mumbai
  
• Willingness to attend client meetings and conduct periodic portfolio reviews
  
• High level of professionalism and integrity