Job Title: Financial Planner (1+ Years Experience)Location

Dwarka, Recent Delhi

Experience Required

Minimum 1 year and Maximum 3 year of experience in financial planning, wealth management, investment advisory, or a related field.

About the Company

Hum Fauji Initiatives© is an ISO 9001:2015 certified organization dedicated to helping serving and retired Armed Forces personnel achieve their financial goals through comprehensive financial planning. We believe in putting our clients first and delivering unbiased, goal-based financial advice.

By the Faujis. For the Faujis.

Academic QualificationsMandatory
- Graduation in a core finance-related discipline (Finance, Commerce, Economics, Accounting, etc.).
- Minimum 60% aggregate in:
- Class 10
- Class 12
- Graduation

Preferred
- MBA/PGDM
- MBA/PGDM (Finance)

Professional Qualifications (preferred)
- CFP (Certified Financial Planner)
- NISM Series X-A
- NISM Series X-B

Key Responsibilities
- Prepare personalized investment, wealth creation, retirement, and financial goal plans for clients.




- Translate financial plans into suitable investment product recommendations.
- Execute investment strategies and coordinate implementation.
- Monitor client portfolios regularly against investment performance and financial goals.
- Prepare periodic portfolio review reports for clients.
- Recommend and implement portfolio rebalancing whenever required.
- Resolve clients' financial planning queries and provide ongoing advisory support.
- Stay updated with domestic and global economic developments and assess their impact on clients' financial plans.
- Analyze financial data and present insights to internal teams.
- Participate in knowledge-sharing sessions and presentations on personal finance topics.

Job Specifications

The role requires:
- Strong analytical and numerical ability.
- Advanced working knowledge of MS Excel.
- Ability to perform financial calculations using financial planning software.
- Good understanding of persona

📌 Financial Planner (Dwarka)
🏢 Hum Fauji Initiatives
📍 Dwarka