Financial Planner
- Mumbai/Bangalore/Chennai
Full Time
- Job ID: CON2019-110
- Department: Retail Liabilities – Privy
- Location: Mumbai/Bangalore/Chennai
- Position Grade: Manager/ Senior Manager
- No of Position: 3
- Reporting Relationships: Area Manager
JOB ROLE
- Providing financial planning, insurance, and investment services to clients
- Ensuring client records are maintained and kept current
- Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances
- Acting as a liaison between the client and other financial professionals
- Guiding clients through personal financial analysis, including goal setting
- Assisting clients with estate management, tax returns, budgets, or other financial tasks
JOB REQUIREMENTS
- Good communication skills
- Able to work under pressure
- Aptitude for research
- Good with numbers
- Analytical and planning skills
- Interested in the financial market
APPLICATION
If you wish to apply for this job position, please fill your details in the Contact Form and mail to jobs@localhost
Please mention the following in the subject line as ‘”Position Name” –“Your Name” – “Your Current Business group”