Financial Planner
Navi Mumbai – 24/08/2024
Job Title
Financial Planner
Job Location – Navi Mumbai
About V-Financial Services
A wealth advisory firm, V-Financial Services, has been rendering innovative and unequalled financial solutions to corporates as well as individuals. As a group of qualified financial professionals with an enriched experience of 20+ years in the BFSI sector, VFS has emerged as a female-led company with cosmopolitan presence.
With an exclusive vision to bridge the gap between investor’s behaviour and investing, we ensure the adoption of an investment process that is robust against behavioural decision-making errors.
JOB RESPONSIBILITIES For Financial Planner
- Analyse client’s financial status (e.g., income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
- Develop sound financial plan and budgets for clients, according to their changing needs. Preparing detailed cash flow statements etc.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices and financial products.
- Ability to do gap analysis and designing counter action plan (if needed)
- Periodic review with the client on his report as per set plan
- Portfolio rebalancing
REQUIREMENTS
Experience:
- 0-2 years as financial planner in wealth advisory firm
Qualification:
- BSc/B.com in accounting, finance, business administration or relevant field; professional certification (e.g.is CWM (Chartered Wealth Manager is must )
- Valid FINRA license series 7 & 66
Skills:
- Proficiency in MS Office and CRM systems
- Attention to detail and strong in mathematics
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills
- Humble and Soft Spoken.
CTC:
As per company standards, Only female candidates from in and around Navi-Mumbai can apply
Salary
As per Industry Norms
