Junior Financial Planner

Job Title: Financial Planner (Female Candidates Only)

Location:

About V-Financial Services

V-Financial Services is an all-women-led wealth management firm serving HNI and corporate clients. We specialize in financial planning, multi-asset investments, tax planning, retirement planning, and comprehensive client advisory solutions.

Key Responsibilities

• Prepare and present comprehensive

  financial plans

  across multiple asset classes.
• Handle

  tax planning

  for individual and HNI clients.
• Manage

  client relationships

  , ensuring timely communication and advisory support.
• Execute investments across various platforms (BSE Star, MFU, insurance portals, etc.).
  
• Conduct periodic

  investment reviews

  and recommend portfolio rebalancing.
• Coordinate with

  AMCs, RTAs, insurance, and mediclaim companies

  for transactions and servicing.
• Support client onboarding, documentation, compliance, and reporting.
  
• Ensure timely follow-ups for renewals, SIPs, policies, and investment-related tasks.
  
• Drive

  new business generation

  through client referrals and relationship deepening.
• Maintain accurate MIS, reports, and internal documentation.
  

Candidate Requirements

• CFP certification is compulsory.

• 1–2 years of relevant experience in financial planning, investments, and client servicing.
  
• Strong understanding of mutual funds, insurance, tax-saving products, and multi-asset solutions.
  
• Excellent communication skills and a client-centric approach.
  
• Proactive, detail-oriented, and comfortable working in a fast-paced wealth management environment.