Designation :&nbsp;Financial Planner Roles and Responsibilities : - New client acquisition and existing client engagement - Creating and executing sound financial plans for clients - Generating revenues through aligning appropriate financial instruments to meet clients- financial goals - Providing timely and sound financial advice to maximize client benefits - Ensuring active client engagement and participation in financial planning through after-sales service and client outreach - Representing the organization in public and corporate-sponsored events Qualification : - Postgraduate in any discipline - Certified Financial Planner (CFPCM) / Certifications in NISM X-A and X-B, a plus Additional Skills : - Min 3 years- experience in a sales-oriented role in the financial service industry - Should have handled all types of products - Equity, MF, Insurance, Debt, etc. - Good analytical skills - Excellent communication skills Characteristics&nbsp;for success : - Strong entrepreneurial drive - Willingness to try new ideas and take calculated risks - Ability to be a guide and advise clients and help them understand the need for and the way to plan their finances - Excellent communication skills Reporting to Director, Travel Minimal within the city

Bangalore

Financial Planner - Investment Firm  

Financial Planner - Investment Firm   ,Job Description for Financial Planner - Investment Firm   in Skill 2 Source in  Bangalore for (3-8) years of experience. Apply Now!

Job Description for Financial Planner - Investment Firm   in Skill 2 Source in  Bangalore for (3-8) years of experience. Apply Now!