Title - Paraplanner - US Shift - 1 00 to 10 00 PM Overview of the Role This role deals with financial planning and analysis You will be required to manage all incoming workflow from your assigned client and work with him her to build financial plans and suitable strategies to meet investment objectives and mitigate risk Role Dimensions Preparing financial analyses and financial plans for HNI UHNI clients Assisting in analysis re-balancing and review of investment portfolios Conducting investment research Stocks Mutual Funds ETF and Bond s Conduct need-analysis pertaining to insurance mortgages investments and taxes Providing support for processing client service needs digital paperwork report generation agenda preparation Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience Train mentor and groom individuals on the process and make sure all the quality parameters are met by them in the longer run Requirements Skill Set MBA Finance CFP Pursuing completed or CFA Pursuing NSE Certifications Well versed with investment planning and insurance concepts Proficient in MS Office suite Excellent Communication skills Oral and Written 0 6-2 years of work experience in financial sector Insurance BFSI Mutual fund Job Type Full-time Pay 240 000 00 - 550 000 00 per year Perks Health insurance Provident Fund Work Location In person

📌 Us Paraplanner (Maharashtra)
🏢 Munificent Tech Services
📍 Maharashtra