1,721 Financial Planner jobs in India
Financial Planner
₹15000 - ₹204380 Y
Holistic Financial Services Pvt Ltd
Posted today
Job Viewed
Job Description
Analyzing Client Requirements.
Collecting required Financial Data.
Analyzing Financial Data (Income, Expense, Loans, Insurances & Investments).
Feasibility Analysis to achieve dream.
Preparation of Financial Reports.
Portfolio Review of Client at Regular Intervals.
Job Type: Full-time
Pay: ₹15, ₹20,438.76 per month
Benefits:
- Flexible schedule
- Health insurance
- Leave encashment
- Provident Fund
Language:
- English (Preferred)
Work Location: In person
This advertiser has chosen not to accept applicants from your region.
0
Financial Planner
Navi Mumbai, Maharashtra
Finoviser Financial Services
Posted today
Job Viewed
Job Description
**Responsibilities**:
- 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.
- 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**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a 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 Experience & Industry Standards
- 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.
- 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**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a 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 Experience & Industry Standards
This advertiser has chosen not to accept applicants from your region.
1
Financial Planner
Navi Mumbai, Maharashtra
Finoviser Financial Services
Posted today
Job Viewed
Job Description
**Responsibilities**:
- 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.
- 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**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a 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 Experience & Industry Standards
- 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.
- 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**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a 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 Experience & Industry Standards
This advertiser has chosen not to accept applicants from your region.
2
Financial Planner
Navi Mumbai, Maharashtra
Finoviser Financial Services
Posted today
Job Viewed
Job Description
**Responsibilities**:
- 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.
- 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**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a 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 Experience & Industry Standards
- 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.
- 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**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a 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 Experience & Industry Standards
This advertiser has chosen not to accept applicants from your region.
3
Financial Planner
Navi Mumbai, Maharashtra
Finoviser Financial Services
Posted today
Job Viewed
Job Description
**Responsibilities**:
- 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.
- 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**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a 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 Experience & Industry Standards
- 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.
- 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**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a 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 Experience & Industry Standards
This advertiser has chosen not to accept applicants from your region.
4
Financial Planner
Navi Mumbai, Maharashtra
Finoviser Financial Services
Posted today
Job Viewed
Job Description
**Responsibilities**:
- 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.
- 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**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a 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 Experience & Industry Standards
- 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.
- 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**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a 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 Experience & Industry Standards
This advertiser has chosen not to accept applicants from your region.
5
Financial Planner
Navi Mumbai, Maharashtra
Finoviser Financial Services
Posted today
Job Viewed
Job Description
**Responsibilities**:
- 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.
- 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**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a 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 Experience & Industry Standards
- 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.
- 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**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a 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 Experience & Industry Standards
This advertiser has chosen not to accept applicants from your region.
Be The First To Know
About the latest Financial planner Jobs in India !
6
Financial Planner
Navi Mumbai, Maharashtra
Finoviser Financial Services
Posted today
Job Viewed
Job Description
**Responsibilities**:
- 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.
- 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**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a 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 Experience & Industry Standards
- 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.
- 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**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a 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 Experience & Industry Standards
This advertiser has chosen not to accept applicants from your region.
7