23 Aug
|
Important Group
|
India
23 Aug
Important Group
India
Analyze client's financial statuses (e.g. income, expenses and liabilities)
Examine and suggest financial opportunities (e.g. structured products like PMS,AIF,MLD, Investments)
Develop sound plans, gold sheet and budgets for clients.
Customize financial plans according to clients' changing needs
Present and sell suitable financial products and services
Find and approach prospective clients
Build solid relationships to retain existing clients
CFA Mandatory
Proven experience as financial planner or similar role;
Ability to analyze financial information and comply with regulations
Proficiency in MS Office
Attention to detail and solid maths kills
Strong ethics,with a customer-oriented attitude
Outstanding communication skills,with the ability to foster long-term relationships
Solid financial product and business understanding.
📌 Financial Planner Mumbai (India)
🏢 Important Group
📍 India