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Financial Planner

Financial Planner

Cafemutual

7 years

0 Lacs

mumbai maharashtra india

Posted:5 days ago| Platform:

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Skills Required

data documentation taxation excel

Work Mode

On-site

Job Type

Full Time

Job Description

Job OpeningFinancial Planner

Company

Circle Wealth Advisors Private Limited

Description

Creating Financial plans for clients
Co-ordinating with clients for data gathering, documentation and resource enabling the creation of financial plan
Meeting clients with respect to their queries and during the course of planning
Advising the clients on products available in choosing the right ones for their needs
Conducting review meetings and taking follow-up actions
Creating client presentations
Helping clients in tax planning
There will be NO sales targets.

PositionFinancial Planner

Qualifications

A post graduate with CFP/CFA/CA/NISM XA and XB with an understanding of investment procuts and taxation

Experience

Minimum 7 yearsAdditional InformationMinimum 7 years overall experience in financial services industry with at least 4 years of experience in making financial plans, either on excel or any proprietary software.Interested candidates please mail across your resume on mukul@cwa.co.inNo. of Vacancies1RemunerationCTC of INR 5L-INR 7L p.a. + incentiveLocationBKC, Mumbai- on siteWebsitehttps://cwa.co.in

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