Junior Planner

As a Financial Planner, you will be responsible for the following: - 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 To be considered for this role, you should meet the following qualifications: - 0-2 years of experience - BSE/BCom/MBA/BBA with 70% marks Skills required for this role include: - Strong verbal and written English communication - Enjoy interacting with customers - Polite and humble in communication - Proficient in mathematical calculations - Attention to detail - Data analytical skills and high concentration - Ownership skills - Self-motivated 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. As a Financial Planner, you will be responsible for the following: - 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 To be considered for this role, you should meet the following qualifications: - 0-2 years of experience - BSE/BCom/MBA/BBA with 70% marks Skills required for this role include: - Strong verbal and written English communication - Enjoy interacting with customers - Polite and humble in communication - Proficient in mathematical calculations - Attention to detail - Data analytical skills and high concentration - Ownership skills - Self-motivated 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.