Financial Planner Jobs Opening in Finaliser Financial Services LLP at Vashi, Navi Mumbai

Financial Planner

Finaliser Financial Services LLP

0 Years

20000 - 30000 Monthly

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Posted: 28 Aug 24

Job Description

Candidate Must have done certification course in Financial Planning or wealth management
Must be very strong in verbal and written English communication
Strong in XL and PPT ( specially financial formula calculation in XL like Cash flow, IRR, CAGR, Compounding interest, profit and loss, Present and future value of rupee etc.)
should be wiling to handle client specially HNI clients their query, issues etc.
must be polite and must be able to handle pressure
Knowledge of Tally, taxation, ITR filling, GST and TDS is must
Ensure you stay updated on the latest regulations, practices, and financial products.
Must demonstrate strong attention to detail and excellent problem-solving abilities.

More information about this Financial Planner Job

Please go through the below FAQs to get all answers related to the given Financial Planner job

What are the job requirements to apply for this Financial Planner job position?
- Ans: A candidate must have a minimum of fresher as an Financial Planner

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, CA
What are the salary requirements for this job?
- Ans: The salary range is between 20000 and 30000 Monthly. The Salary will depend on the interview. This Financial Planner is a Full Time in Navi Mumbai.
What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
This Financial Planner is a work from home job?
- Ans: No ,its not a Work from Home Job.
How many job vacancies are opening for the Financial Planner position?
- Ans: There are immediate 1 job openings for Financial Planner in our Organisation.

Job Particulars

Role accountant

Education B.Com, CA

Who can apply Freshers

Hiring Process Face to Face Interview

Employment TypeFull Time

Job Id2511464

Job Category Finance

Locality Address Vashi

State Maharashtra

Country India

About Company

A solution based financial distribution company which provides advisor/ broker/ partner with a comprehensive platform that encompasses of Multi product distribution which includes Mutual Funds, PMS, Equity, corporate deposits, bonds, Retirement Planning and Health insurance. We also offer portfolio management, financial planning, taxation planning and advisory .

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