Candidate must be able to make calculations and cash flow chart pertaining to financial planning, retirement planning & tax planning Must be aware of all investment asset class category available for Individuals, corporate and NRI clients Must be able to handle multitask with great speed and accuracy and must be able to handle pressure should be very strong in client relationship and services handling pertaining to wealth management should be able to coordinate effectively with all internal and external departments, to execute financial planning which are discussed & agreed with clients, till its fully executed and post that service related issues Must be exposed to equity market and must be able to do in-depth analysis of various companies and stocks Periodically must do client investment review and portfolio rebalancing as per the requirement . Must be doing close monitoring of all the investment as per goal planing Must be strong in making digital templets, brouchers and blogs for social media pertaining to financial planning and various assets class to reach larger audience in effective manner. Skils : Very strong in XL and financial formulas and PPT Well versed with financial Planning models Strong in wealth management planning and execution Retirement planning and clash flow prepration pertaining to financial planning Strong English verbal skills strong in reviews and presentations Education : Must have completed or must be appearing for final exam for CFP Must have done wealth management certification For details visit : www.vfinancialservices.com www.finoviserfinancialservices.com