Financial Planning Consultant

Company Description

Dropty, India's pioneering smart baggage concierge service, revolutionizes travel by offering seamless home-to-airport check-in and secure post-flight delivery. With a focus on creating stress-free journeys, Dropty allows travelers to skip queues, travel lighter, and focus on their priorities by ensuring their luggage is handled with utmost care and multi-layered security. Leveraging advanced technology and real-time tracking, the service is highly reliable and partners with leading airlines to deliver unmatched convenience. Developed by Doordrop Logistics Private Limited, Dropty is part of the Make in India initiative and sets new standards in innovative and customer-centric travel solutions.

Role Description

As a Financial Planning Consultant, you will be responsible for providing expert financial guidance, including investment and retirement planning, to clients. You will assess clients financial situations, develop personalized plans, and identify opportunities for financial growth. This is a contract role based in Noida with the flexibility to work remotely as part of a hybrid working arrangement.

Qualifications

• Strong expertise in Financial Planning to assess and develop comprehensive financial strategies.
• Knowledge of Retirement Planning and Investments to guide clients in achieving long-term financial stability.
• Experience in Finance and Financial Services to understand and address clients diverse financial needs.
• Proficiency in analyzing risk, compliance, and market trends.
• Excellent communication and interpersonal skills for client interactions.
• Relevant certifications such as CFP (Certified Financial Planner) or other financial planning credentials are a plus.
• A degree in Finance, Accounting, Economics, or a related field is desirable.