Certified Financial Planner Finwise Personal Finance Services LLP

1.0 - 5.0 years

0 Lacs

maharashtra

On-site

As a Certified Financial Planner at Finwise PFS, your role will involve being a key resource in financial planning within the organization, reporting directly to the Founder. You will be an integral part of the Planning function, primarily reporting to the Founder for 70% of your responsibilities. Your key tasks will include creating and finalizing new financial roadmaps, scheduling review calendars with customers over email, preparing review templates, capturing review minutes, and scheduling follow-ups as necessary to ensure the execution of actions. Additionally, you will be responsible for building and executing communication schedules, maintaining a repository of planning-related documentation, and taking end-to-end ownership of customers for both operations and planning, including implementation. In addition to your financial planning responsibilities, you will also be supporting Operations, Marketing, Research, and Social Media tasks, accounting for the remaining 30% of your role. Key areas of responsibility and performance indicators will include the successful completion of financial roadmaps and reviews, maintaining reliable planning documentation, ensuring customer engagement and satisfaction, and executing Operations, Research, Marketing, and Social Media tasks effectively. We are seeking a candidate who is willing to get hands-on and is committed to building a long-term career with us. Proficiency in Spreadsheets, MS Office365, and technological savviness are essential functional skills required. In terms of behavioral skills, excellent written and oral English communication, strong interpersonal engagement, ability to take initiative and multitask, and adaptability to manage uncertainty are highly valued. The ideal candidate should be a Graduate with a CFP certification and 12-18 months of experience in financial planning. Post-graduates will also be considered. Compensation for this role will primarily be fixed with a variable top-up component, ensuring that the right candidate is not constrained by salary considerations. To apply for this position, please send your resume along with a brief note (not exceeding 150 words) explaining why you are a suitable fit for our requirements to getfinwise@finwise.in, cc to prathiba.girish@finwise.in.,

Posted 3 weeks ago

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Certified Financial Planner Finwise Personal Finance Services LLP

1.0 - 3.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Job-role Title Certified Financial Planner, Finwise PFS Role of the person in the organization Financial Planning resource, reporting to the Founder Profile of Job & Key Tasks Part of the Planning function, reporting to the Founder (70%) Creating and finalizing (in consultation) new roadmaps Scheduling (over email) review calendars with customers and preparing review templates Capturing review minutes and scheduling follow-ups where needed to ensure execution of actions Building and executing (executing) communication schedules Maintaining repository of planning-related documentation End to end ownership of customers for both operations and planning, including implementation In addition, will also be responsible for supporting on Operations / Marketing / Research / Social Media tasks (30%) Key Responsibility Areas & Key Performance Indicators Successful completion of financial roadmaps Successful completion of financial roadmap reviews Maintaining impeccable and reliable online and offline planning related documentation Happiness in customer engagement Successful execution of Operations/ Research / Marketing / Social Media tasks Profile of Candidate we are seeking We are looking for someone who is ready and comfortable dirtying his or her hands, in order to build a long-term career and grow with us. Excellence is sought in the below skills/competencies. Functional Skills -Spreadsheets -MS Office365 -Technological savviness Behavioral Skills -Excellent English communication (written & oral) -Inter-personal engagement & dynamics -Ability to take initiative & multi-task -Managing uncertainty and thriving Candidate qualifications/experience Graduate. Post-graduate can also be considered. Should have completed CFP . Should have worked in or practiced in the capacity of a planner for at least 12-18 months, and not more than 30-36 months. Compensation Will be primarily fixed with a decent variable top-up component. Will not be a constraint for the right candidate. How to Apply Send in your resume, along with a brief note (not more than 150 words) on why you suit our requirement, to [HIDDEN TEXT], cc to[HIDDEN TEXT] Show more Show less

Posted 3 weeks ago

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Mapping Analyst TP

2.0 - 6.0 years

0 Lacs

hyderabad, telangana

On-site

You will be responsible for building and maintaining high-quality maps, which includes creation, curation, and ensuring map data quality. Your role will involve designing and managing high-fidelity maps, with a strong focus on data creation, curation, and quality assurance. You will oversee the end-to-end development and quality maintenance of map datasets, as well as perform quality checks on the work of your peers. It will be your responsibility to complete requests within established SLA support windows and quality levels. You will also be required to participate in regular trainings to enhance your knowledge and skills, with the goal of achieving progression in your role. This position requires strong cognitive abilities to make decisions in uncertainty, as well as a demonstrable working knowledge of guiding principles to recognize instances of making high-quality decisions. You should also possess technological savviness to quickly understand mapping programs and products, as well as to use gSuite products with ease. Attention to detail is a key attribute for success in this role. Applicants must hold a UG or PG Degree in Science, Technology, Physics, Mathematics, Statistics, Engineering, Data analysis, or a similar field to be considered for this position.,

Posted 1 month ago

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