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 strong 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 strong maths kills
Strong ethics,with a customer-oriented attitude
Outstanding communication skills,with the ability to foster long-term relationships
Robust financial product and business understanding.
📌 Financial Planner (Mumbai)
🏢 Important Company of the Sector
📍 Mumbai
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