Financial Planner

Hire22.ai; Navi Mumbai; Sur place; INR 300 000 - 400 000; Plein temps

Résumé du poste

Hire22.ai is seeking a Junior Planner for a client in Navi Mumbai. You will assist in preparing financial plans, analyze client financials and support portfolio management across multiple asset classes in a growth-focused wealth management firm.

The role is office-based, full-time, with CTC between 3–4 LPA, flexible for the right candidate, and opportunities for certification-driven growth.

Qualifications

• Graduate or postgraduate in Finance, Commerce, Economics or related field.
• 1–3 years of experience in Financial Planning / Wealth Management / Investment Advisory / Portfolio Management.
• Freshers may be considered if they have CFP, CFA or NISM XA/XB certifications.

Responsabilités

• Assist in preparing comprehensive financial plans for clients.
• Analyze client income, expenses, assets, liabilities, investments and financial goals.
• Prepare net-worth statements, cash-flow statements and goal-based financial plans.
• Analyze investment portfolios across Mutual Funds, Equity, Bonds, Fixed Income, Insurance, PMS/AIFs and other asset classes.
• Support asset allocation and portfolio performance analysis.
• Assist with periodic portfolio reviews and rebalancing.
• Prepare MIS, portfolio reports and client review presentations.
• Conduct research on financial products, markets and investment opportunities.
• Coordinate with Relationship Managers for client information and documentation.
• Maintain accurate client records and ensure process compliance.

Connaissances

Financial planning

Wealth management

Portfolio analysis

Formation

Bachelor's/Master's in Finance/Commerce/Economics

Description du poste

Work Mode: Work from Office | Full-Time

CTC: ₹3 – 4 LPA (Flexible for the right candidate)

Are you passionate about Financial Planning, Investments & Wealth Management and looking to build your career with a growing wealth management firm?

We’re hiring a Junior Planner for one of our clients — a multi-asset wealth management firm helping clients make smarter financial decisions and achieve their long-term financial goals.

What You’ll Do

• Assist in preparing comprehensive financial plans for clients
• Analyze client income, expenses, assets, liabilities, investments and financial goals
• Prepare net-worth statements, cash-flow statements and goal-based financial plans
• Analyze investment portfolios across Mutual Funds, Equity, Bonds, Fixed Income, Insurance, PMS/AIFs and other asset classes
• Support asset allocation and portfolio performance analysis
• Assist with periodic portfolio reviews and rebalancing
• Prepare MIS, portfolio reports and client review presentations
• Conduct research on financial products, markets and investment opportunities
• Coordinate with Relationship Managers for client information and documentation
• Maintain accurate client records and ensure process compliance

We’d love to hear from candidates with experience or strong interest in:

• Graduate/Postgraduate in Finance, Commerce, Economics or a related field
• 1–3 years of relevant experience in Financial Planning / Wealth Management / Investment Advisory / Portfolio Management
• Freshers can also be considered if they have relevant certifications such as CFP, CFA or NISM XA/XB and a strong interest in financial planning and investments.

Good to Have

• Knowledge of Mutual Funds, Equity, Fixed Income, Insurance, PMS/AIFs
• Analytical and numerical ability
• Excellent attention to detail and communication skills

Why Consider This Opportunity?

• Work closely with experienced Wealth & Financial Planners
• Build expertise in financial planning and investment strategies
• Strong learning and career-growth opportunity
• Opportunity to develop a long-term career in Wealth Management