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Senior Financial Planner - A Leading Financial Services Industry

4 - 9 YearsHyderabad

INR 3,25,000 - 8,00,000 P.A.Posted: 27 days agoJob Applicants: 320Job Views: 334
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Job Description

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

Responsibilities :

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.
Industry: Banking / Financial Services / Broking
Functional Area: Financial Services, Banking, Investments, Insurance
Role Category: Operations/Processes/Finance/Legal
Role: Finance/Budgeting Manager
Employment Type: Permanent Job, Full Time

Desired Candidate Profile

PG - MBA/PGDM - Finance

Company Profile

TM Inputs & Services Pvt. Ltd.
TMI is an Organization that is engaged in Leadership, Staffing, Turnkey and Lateral Hiring for major corporates in India and in the Middle East. Over the past 26 years we have forged strong relationships with about 300 Corporate Clients in India and
overseas and have had an opportunity to have met and played the role of a Talent Manager for about 300,000 professionals.
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Contact Details

Recruiter Name:Madhuri

Contact Company:TM Inputs & Services Pvt. Ltd.