Financial Planning Manager
Year Hyderabad, Telangana, India
Job Description
Company OverviewGamut HR Solutions will help you find the right kind of job!Job OverviewMid-Level position with 4 to 6 years of experience, Full-Time role based in Hyderabad, Telangana, India. Salary range: Competitive. Gamut HR Solutions, a company with a focus on job placements, headquartered in Hyderabad with 2-10 employees.Qualifications and Skills
- Proven experience as a Financial Advisor or Wealth Manager
- In-depth knowledge of investment strategies and financial products
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Certifications such as CFP, CFA, or similar are a plus
- Provide financial planning and investment advice to clients
- Develop personalized financial strategies based on client goals
- Monitor and review client portfolios regularly
- Recommend suitable investment products and insurance plans
- Assist clients in building and managing wealth effectively
Expertia AI Technologies
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
-
-
Financial Planning Analyst
Noida/ Greater Noida (Uttar Pradesh), Gurgaon (Haryana) -
-
Job Detail
-
Job IdJD3270169
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:Rs.45000 per month
-
Employment StatusPermanent
-
Job LocationHyderabad, Telangana, India
-
EducationNot mentioned
-
ExperienceYear