Job Title :
Financial Planner – Manager
Qualification :
Any Graduates
Relevant Experience :
8–10 years
Must Have Skills :
1. Hands -on experience in Wealth Management / Financial Planning platforms
2. Strong client -facing experience handling international customers/processes
3. Good understanding of capital markets products – Equity, Fixed Income, Futures & Options, Derivatives and their lifecycle
4. Proficiency in MS Office / Microsoft 365
5. Experience working with Bloomberg, Reuters, IDC, JPM, MarkitValuable Have Skills :
1. Knowledge of Agile methodologies or technical project experience
2. Experience using AI -based project management or presentation tools (e.g., Gamma)
3. Exposure to financial modeling and valuation techniquesRoles and Responsibilities :
1. Act as the primary point of contact for clients and actively participate in client meetings
2.



Ensure high -quality client service delivery and relationship management
3. Follow a solutions -driven approach to enable offshore delivery teams to meet client objectives
4. Assist in resolution of issues, exceptions, and escalations
5. Coordinate and communicate effectively across multiple internal and external stakeholders
6. Manage process sign -offs, documentation approvals, and change management with clients
7. Participate actively in governance cadence and client reviews
8. Support implementation of new processes and improvements to existing workflowsLocation :
Navi Mumbai
CTC Range :
20 – 33 LPA
Notice Period :
30 – 45 Days
Mode of Interview :
Virtual Interview
Shift Timing :
US Shifts
Mode of Work :
Work from office