Financial Planner (Chandigarh)

Good Moneying Wealth Planners; Chandigarh; On-site; INR 223,200 - 334,800; Full time

Job description

Financial Planning and Review:

Writing and reviewing financial/investment plans, with or without the guidance of the Chief Financial Planner.

• Client Assistance: Aid clients in implementing financial plans and investing in products such as mutual funds, insurance, bonds, and other advised financial instruments.
• Platform Management: Oversee investments and advisory platforms/software to ensure efficient and effective management, and serve the client.
• Client Relationship Management: Act as a Relationship Manager, providing continuous support to clients in coordination with the Operations team.
• Compliance -Need to take care of the Compliance formalities related to the client's financial planning, and support the operations team in completing documents for SEBI Compliance and Audit.
• Research & Update: Keep updating and be aware of the new investment products, and other instruments by doing research on market products using both in-house and publicly available software and tools, and attending training and Seminars
• Prospecting: Attending prospect calls and closing the leads online, helping salespeople to close leads offline too

Who Should Apply:

• Who wants to work in a structured and Ethical workplace and build a career in Financial planning. Also understands that career growth requires patience, discipline, and knowledge.

Compensation: 20,000.00 - 30,000.00 per month

Ability to commute/relocate:

• Chandigarh: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

Are you proficient with MS-Excel

Location:

• Chandigarh (preferred)

Work Location:

In person .