Planning Executive

Job Title: Executive – Planning
Location: T.Nagar, Chennai (Work from Office) Experience: Fresher/ Experienced Company Overview: PurplePond is a customer centric, principle-oriented company committed to providing comprehensive 360-degree financial planning solutions to our clients. We specialize in guiding individuals and organizations towards achieving their financial goals through strategic financial planning. As we continue to expand our team, we are seeking a highly motivated and skilled Executive to join our ranks. Role Overview: We are seeking a highly organized and detail-oriented Planning Executive who will play a key role in helping clients achieve their financial goals through structured and comprehensive financial planning. He/she supports financial planning and analysis function by preparing financial plans, analysing data, generating reports, and co-ordinating with internal teams. Key Responsibilities: • Financial Assessment and analysis: Conduct detailed assessments of clients’ current financial status. Understand clients’ short-term and long-term financial goals such as retirement, education planning • Comprehensive Financial Planning: Prepare and present holistic financial plans tailored to individual client profiles. Recommend appropriate strategies across budgeting, investment allocation, insurance coverage, tax optimization, and estate planning • Report Presentation: Preparing Presentations or visual summaries of financial plans and explaining it to the clients if needed • Compliance and Confidentiality: Ensure all financial reporting complies with regulatory requirements and internal standards • Continuous Learning and Market Awareness: Stay updated on financial products, investment options, and market trends. Use insights to enhance the quality and relevance of client reports. Qualifications: • Any bachelor's degree preferred in commerce, Finance, Economics, or a related field. • Excellent Listening & communication and interpersonal skills. • Client-focused mindset with the ability to build and maintain relationships • Strong attention to detail and continuous learner. Ability to create reports with accuracy • Typing skills – Intermediate, MS Excel, Power Point - Advanced Benefits: Competitive salary with performance-based bonuses. Comprehensive health insurance, Life insurance, disability and retirement benefits. Ongoing professional development opportunities. Collaborative, unbiased and inclusive work environment. If you are a results-driven individual, we invite you to apply for the Investment Operations Team at PurplePond. Join our team and contribute to the success and growth of our company.. Apply with your resume and a cover letter detailing your relevant experience and qualifications. Application Process: Share the CV detailing the work experience to hr@purplepond.in