Location: Bengaluru, Karnataka, India
Category: Finance
Salary: 300,000 - 500,000 INR / yearly
Full-time
Join our team as a Financial Planner Executive and help clients achieve their financial goals through customized financial planning.
Conduct in-depth analysis of clients' financial situations, including income, expenses, assets, and liabilities.
Collaborate with financial planners to develop customized financial plans for clients.
Interact with clients to gather necessary information, clarify goals, and provide support when required.
Utilizing financial planning software, tools, and systems to streamline processes and improve efficiency.
Ensure accurate recording of client data in business systems.
Prepare various reports, client communication, and ensure timely submission of client documentation.
Provide back-office administration and support.
Strong organizational skills and attention to detail.
Analytical skills in reviewing financial data.
Ability to work effectively in a team environment.
Experience in team management is a plus.
Competitive salary and benefits package.
Opportunity for growth and advancement in the financial services industry.
Collaborative and supportive work environment.
Join a dynamic team of financial professionals dedicated to helping clients achieve financial success.
Opportunity to work with cutting-edge financial planning tools and software.
Grow your skills and career in a fast-paced and rewarding environment.