Financial Planner

Job Description - ParaPlanner/Financial Planner

Location Lower Parel, Mumbai

Job Requirements

● Job Position - Para-Planner/Financial Planner

● Job Location - Lower Parel

Education Qualification

● Graduate in any field

● CFP/CWM

● Good mathematical ability is a must.

Previous Work Experience

● An ideal candidates would be the one having at least 1 year of work experience as a Para Planner in Mutual Fund industry.

Job Description

● Conducting meetings with new clients and understanding their complete requirement.

● Understanding clients risk profile and recommend products.

● Help client to prepare annual Budget of their Cash Flow

● Providing guidance to clients on optimising their tax outgo.

● Analysing clients existing Investments, Insurances and recommending better ones.

● Suggesting Investments as per Clients goals.

● Explaining pros and cons of various investment and insurance products.

● Implementing clients Financial Plans.

● Study various mutual funds and compare their performances

● Analysing performance of clients MF portfolio and suggesting alternative mutual funds

● Annual review meetings with clients (physical or virtual)

● Creation of financial planning note

Add-ons

● NISM XA/XB is added advantage.

● NISM VA is a must.

● Proficiency in spoken and written English is must

● Advanced knowledge of MS Excel/Word with all formatting techniques and use of Pivot table and various formulae and functions is added advantage