Para planner

As a CFP/QPFP with at least 3 years of experience in financial planning and investment advisory, you will be joining Probitus Wealth, a rapidly expanding wealth management firm based in Mumbai. Your role will involve handling various responsibilities such as: - Following up on leads and closing deals - Negotiating fees with clients - Creating financial plans - Reviewing and updating existing plans - Actively engaging in customer relationship management To excel in this position, you are required to possess excellent verbal and written communication skills. It is essential that you are based in Mumbai, as the office is located in Matunga. The salary offered will be competitive and in line with market standards. If you meet the qualifications and are interested in this opportunity, kindly send your CV to connect@probitus.in. Join us in our journey to provide top-notch wealth management services to our clients.,