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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