FINANCIAL PLANNER V-Financial Services
V-Financial Services
Office Location
Full Time
Experience: 2 - 2 years required
Pay:
Salary Information not included
Type: Full Time
Location: Maharashtra
Skills: MS Office, mathematics, Communication skills, Ethics, Crm Systems
About V-Financial Services
Job Description
JOB RESPONSIBILITIES Analyse clients financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and carry out transactions. Present and sell suitable financial products and services. Build strong relationships to retain existing clients. Maintain updated knowledge of regulations, practices and financial products. Ability to do gap analysis and designing counter action plan (if needed) Periodic review with the client on his report as per set plan Portfolio rebalancing REQUIREMENTS Experience: 2-4 years as financial planner in wealth advisory firm Qualification: BSc/B.com in accounting, finance, business administration or relevant field; professional certification (e.g., CFP) is must. Valid FINRA license series 7 & 66 Skills: Proficiency in MS Office and CRM systems Attention to detail and strong in mathematics Strong ethics, with a customer-oriented attitude Outstanding communication skills Humble and Soft Spoken. CTC: As per company standards Only female candidates from in and around Navi-Mumbai can apply.,