Financial Planner Job in Nashik Financial Planner

Financial Planner Job in Nashik


Business Development
Munificent Tech Services
₹ 15000- ₹ 26000/month 10Openings.
Call HR HR
Education for jobEducation English Level for jobEnglish Level Experience required for jobExperience
Graduate Speaks Good English 0-0 Year
Gender required for jobGender
Both
Working days in jobWorking days job TimingsTimings
Monday to Friday7:30 AM - 4:30 PM
Job DescriptionJob Description

Minimum Requirements

  1. Graduate/Postgraduate in finance or relevant degree.
  2. Fresher/experience
  3. Financial planning/Investment/Insurance
  4. Understanding of the financial planning process.
  5. Attention to detail.
  6. Good report writing skills.
  7. Strong command over English.
  8. Ability to work independently and multitask.

Knowledge & Skills

  1. CFP an added advantage.
  2. Any additional certifications from FPSB, NCFM etc preferred.
  3. Sound communication skills.
  4. Experience using MS-word and excel.
  5. Strong technical knowledge including insurance, mutual funds, trusts, taxation ect.

Primary Responsibilities

  1. Receiving the task from the Advisers
  2. Capturing the task request into the Smart sheet
  3. Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)
  4. Review of End Users details to determine missing information
  5. Data Collection - Determining & collection of additional information (super & insurance research activity)
  6. Contacting the adviser for clarification / additional information
  7. Report Generation & editing
Job AddressAddress
Munificent Technology Services Pvt Ltd, S2, 3rd Floor, Suyojit Sankul, Above Baphana Jewellers, Near Rajiv Gandhi Bhavan, Sharanpur Road, Nashik, Nashik

More info about this Financial Planner Job:

1. How much salary can I expect for this role?

Ans. Munificent Tech Services will provide a salary in the range of 15000 INR to 26000 INR. The exact salary will be decided based on your skills, experience and interview performance.

2. What are the educational requirements for this job?

Ans. Munificent Tech Services expects the desired candidate to have the following educational requirement: Graduate .

3. Is this a work from home job or a work from office job?

Ans. This is a work from office job. .

4. Is there a gender requirement for this job?

Ans. Both , Male and Female candidates can apply for this job.

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