Financial Planner
Year India, India
Job Description
NA
Experience
5 - 8 years
Offered Salary
Notice Period
Not Disclosed
Financial Planner
Responsible for providing holistic financial planning to clients
Role Description
- Help clients understand their personal finance by:
o Setting up meetings / calls with prospective clients and on-boarding them
o Engaging with them over the phone, skype and/or in-person meetings to understand their financial goals, current financial position, cash flows etc.
- Enabling them to get to a better place and fund their goals by:
o Drawing-up a detailed financial plan
o Doing asset allocation across long-term and short-term goals, into appropriate asset classes of equity and debt
o Comprehensively document interactions and the advice being provided
The ideal candidate will have
- One or more of these certifications completed and currently valid:
o Investment Adviser X-A and X-B certifications from NISM, or
o Certified Financial Planner (CFP) from FPSB, or
o Chartered Financial Analyst (CFA) from CFA Institute
- Academic qualifications and experience of either of these:
o A bachelor\xe2\x80\x99s degree in any discipline along with five years work experience in financial advisory, asset management or portfolio management, with ideally at least one year\xe2\x80\x99s experience in financial planning; or
o A post-grad (master\xe2\x80\x99s) degree or professional degree (MBA) in any of these fields: finance, accounting, management, commerce, economics, capital markets, banking, insurance or actuarial sciences, which includes at least a year of financial planning experience
- Excellent English communication skills, and preferably, one additional language
Beware of fraud agents! do not pay money to get a job
MNCJobsIndia.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.
Related Jobs
Job Detail
-
Job IdJD2979980
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:Not mentioned
-
Employment StatusPermanent
-
Job LocationIndia, India
-
EducationNot mentioned
-
ExperienceYear