SUBSCRIBE NEWSLETTER

Senior Financial Planner

Company
Manek Financial Advisors Pvt. Ltd.
Description
Candidate must comply with RIA Regulations.

Must work as an intermediary between company and client.

Must have sound knowledge on financial planning process & allied financial areas.

Analysis and access the clients overall financial situation ,understand their requirements and develop a solid financial plan.

Identify and assess customer’s needs to achieve satisfaction & follow communication procedures,guidelines & policies.

Provide financial guidance to the client & make recommendations on how to best optimize their money in planned manner to achieve their short term & long term goals.

Need to Initiate clients meetings,plan presentations and continues interaction with the client in relation to the financial planning process

Accuracy, attention to detail and ability to explain complex information clearly and simply.

Candidate must have Product Knowledge, Quality Focus, Problem Solving, Market Knowledge,Documentation Skills, Resolving Conflict, Analyzing Information and Multi-tasking.

Develop strong relatonship with the team members by giving them guidance and motivation.
Position
Senior Financial Planner
Qualifications
Candidate must be Graduate/Post Graduate in any stream with a penchant for knowledge and a burning desire to learn. Has sound financial product knowledge and basic concepts about personal financial planning. He must be CFP certified with the experience of 3-5 years on financial planning and allied financial areas. The candidate needs to be proficient in Excel ,computer / Internet. The candidate should be able to competently & independently be able to perform all functions. We are looking for the candidates with excellent oral and written communication skill in English.
Experience
3-5 years
Additional Information
If you are interested in working with us,please send your resume to carrer@manekfinancial.com,and mention in your email
a) weather you are looking to work on a full time or part time basis,and b)when you are able to commence employment.
No. of Vacancies
1
Remuneration
As per the industry standards.
Location
Mumbai