Hiring Senior Financial Planner
for a leading Financial Services Industry for Hyderabad Location.
Experience : 5 - 8 Years
Salary : Max 8 L PA
Preference would be given to Certified Financial Planner
1.Financial Planning (Goal Calculations, Current Portfolio Analysis, Asset Allocation, Presentation for Clients)
2. Mutual funds advice, Mutual funds Execution & Mutual funds Research
3..Maintaining Client Relationship,Creating various Retirement Models,Financial Planning model templates for HNI clients and company.
4.Analyzing clients portfolios & give recommendations based on Financial Planning.
5.Doing monthly research on Equity & Debt Mutual Funds in India & created research reports for clients and company.
6. Process the sales of Mutual Funds on behalf of the company
7. Solving client queries related to Mutual Funds & other financial products.
8.Prepare financial reports for clients
9.Deliver projects/engagements on time, within budget and to clients satisfaction.
Salary: INR 3,25,000 - 8,00,000 P.A.
/ Financial Services
Functional Area: Financial Services
Role Category: Operations/Processes/Finance/Legal
Role: Finance/Budgeting Manager
Employment Type: Permanent Job, Full Time