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. To excel in this role, you must hold one or more of the following certifications: CFP, CA, NISM XA & XB, QPFP, or be a registered SEBI RIA. Strong analytical and problem-solving skills are crucial for this position, along with a collaborative and result-oriented mindset. Your ability to think and execute tasks in a structured manner will be highly valued, as well as any experience working in Agile practices. If you are passionate about helping clients achieve their financial objectives and possess the necessary certifications and skills, we invite you to join our team as a Financial Planner.,

Posted 1 month ago

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