Financial Consultant

📌 Job Description: Financial Planner – Pune (Balewadi Office) Hirannya Wealth Advisory Pvt. Ltd. Most Trusted Wealth Planner India 2025 First-Generation Millionaire Mentor Award 2025 Winner ₹5,500+ Crore AUA | Since 2010 | Offices in Dombivli, Navi Mumbai & Pune 📍 Position: Financial Planner (Full-Time) Location: Balewadi, Pune Work Mode: Office Based Preferred Residential Location: Must stay within 5–10 km of Balewadi 🧑‍🎓 Eligibility Criteria Graduate in any stream (Mandatory)/CFP/MBA Finance Experience : 2-3 Years. Age: 25–35 years Male/Female – both preferred Candidates with financial planning / wealth planning knowledge preferred Other industry backgrounds can also apply (if willing to build a career in wealth planning) Strong communication skills – must speak English, Marathi, Hindi fluently Creative mindset & professional attitude Must be comfortable doing cross-selling to clients (no aggressive sales – service-driven) 💼 Key Responsibilities 1. Client Data Gathering Collect financial data from clients including income, expenses, assets, liabilities, and goals Maintain proper documentation and accuracy 2. Financial Plan Creation Prepare detailed financial plans using internal tools and frameworks Understand goal planning, retirement planning, wealth planning, SIP planning, insurance planning, etc. 3. Plan Presentation Present the financial plan to clients in a clear, structured, and professional manner Explain the logic, strategy, and long-term structure 4. Execution Support Help the client implement their financial plan Assist in mutual fund, insurance, SIP, and investment-related actions 5. Review Meetings Conduct periodic reviews (quarterly/half-yearly) Update plans based on new goals, income changes, or market conditions 6. Service Support Handle client service queries politely and professionally Coordinate with internal teams for timely resolution 7. Cross-Selling & Value Addition Identify client needs and suggest relevant services/products Follow ethical, principle-based guidance—no push selling 🎯 Skills Required Excellent communication (English, Marathi, Hindi) High professionalism and discipline Strong interest in finance, investments, and personal wealth planning Ability to create presentations and work on Excel/Google Sheets Problem-solving mindset Creative, confident, positive attitude Client-handling ability 📚 Training Provided Complete financial planning training Modern Portfolio Theory (MPT) Goal-based planning Portfolio restructuring Client communication & presentation skills Wealth management frameworks 💰 Salary & Benefits Competitive salary based on interview  Performance bonus & incentives Fast promotion track (Financial Planner → Senior Planner → Wealth Coach) Opportunity to work directly with award-winning team Learning exposure to ₹50 lakh – ₹25 crore portfolios