Financial Planner

As a Financial Planner at Intraday Match, your primary responsibility will be to develop personalized financial plans for clients based on their financial goals and risk tolerance. You will provide guidance on retirement planning, including investment strategies and income projections. Additionally, you will evaluate and recommend insurance products to protect clients" assets and mitigate risks. Your role will also involve assisting clients in estate planning to ensure their assets are distributed according to their wishes. You will be responsible for recommending and managing mutual fund investments based on clients" objectives. Furthermore, you will create education savings plans to help clients fund their children's higher education. Monitoring and adjusting investment portfolios to align with changing market conditions and client needs will be a crucial part of your responsibilities as a Financial Planner at Intraday Match. If you possess strong skills in Financial Planning, Retirement Planning, Insurance Planning, Estate Planning, Mutual Fund Planning, Education Planning, and Investment Planning, and are looking for a Full-Time role based in Vadodara, then this opportunity may be the perfect fit for you.,