3.0 - 7.0 years

0 Lacs

maharashtra

On-site

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 wit...

Posted 1 month ago

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Certified Financial Planner 1 Finance

3.0 - 7.0 years

0 Lacs

hyderabad, telangana

On-site

Role Overview: As a Financial Planner, you will be responsible for understanding clients" financial goals and creating customized financial plans based on their profiles. You will closely monitor the progress of the financial plans, conduct regular meetings with clients to discuss action plans, and verify and cross-check the generated financial plans for accuracy and compliance with quality standards. Key Responsibilities: - Understand clients" financial goals and create customized financial plans - Monitor the progress of financial plans and conduct regular meetings with clients - Verify and cross-check the generated financial plans for accuracy and compliance - Provide client service activ...

Posted 3 months ago

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Certified Financial Planner 1 Finance

2.0 - 6.0 years

0 Lacs

hyderabad, telangana

On-site

As a Financial Planner, your primary responsibility will be to understand clients" financial goals and create customized financial plans based on their profiles. You will closely monitor the progress of the financial plans and conduct regular meetings with clients to discuss action plans. Verifying and cross-checking the generated financial plans will also be part of your role, ensuring accuracy and compliance with quality standards. Client service activities will be a key part of your daily tasks, including making nudges for clients to help them stay on track with their financial goals. It will be essential to maintain compliance with quality and safety requirements throughout the process. ...

Posted 5 months ago

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