Responsibilities : - Create a financial plan after understanding the client profile. - Understand Company Approach and services. - Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress. - Verifying and cross-checking the generated financial plans. - Perform client service activities. - Make nudges for the clients. - Ensuring compliance with quality and safety requirements. Skills : - Analytic and problem-solving skill - Collaborative and result oriented. - Should possess high level of interpersonal and communication skills and be an effective team player - Proficient knowledge of MS Excel and Tools. Requirements : - Qualification Post Graduate with CFP, CWM, NISM XA-XB or CA - Experience 5 years of experience with an understanding of business, financial products, customer know-how, and technology. - CTC Based on candidate's merit

Mumbai

Financial Planner - BFSI 

Job Description for Financial Planner - BFSI  in Bizaccenknnect in  Mumbai for (2-7) years of experience. Apply Now!