Junior Planner

Role Overview: As a Financial Planner, your main responsibility will be to handle financial planning tasks. You will work on various tools like PPT and Excel to present client requirements in a specific format. Your creativity will be crucial as you will be expected to innovate new ways of presenting data to clients regularly. Additionally, you will collaborate with senior planners for day-to-day planning activities and interact with clients regarding planning and investment performance issues. Key Responsibilities: - Should have knowledge of financial planning - Work on various PPT and XL formulas to present client requirements in a specific format - Innovate new ways of presenting data to clients regularly - Perform product-specific planning and monitor performance - Collaborate closely with senior planners for day-to-day planning activities - Interact with clients regarding planning and investment performance issues - Write financial blogs for the company website - Pull and analyze reports, raising red flags if any issues are observed, in collaboration with senior planners - Develop action plans related to reports/investment and coordinate with the operations team for successful implementation - Prepare various data cuts for new clients based on inputs from senior planners Qualifications Required: - 0-2 years of experience - BSE/BCom/MBA/BBA with 70% marks Additional Details: Please note that the compensation for this position will be as per company standards. Only female candidates from in and around Navi Mumbai are eligible to apply.,