Lead Financial Planner - BFSI

Lead Financial Planner

Responsibilities:

- Create a financial plan after understanding the client profile.

- Understand company Approach and services.

- Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress.

- Verifying and cross-checking the generated financial plans.

- Perform client service activities.

- Make nudges for the clients.

- Ensuring compliance with quality and safety requirements.

Skills

- Analytic and problem-solving skill

- Collaborative and result oriented.

- Should possess high level of interpersonal and communication skills and be an effective team player

- Proficient knowledge of MS Excel and Tools.

Requirements:

- Qualification Post Graduate with CFP, CWM, NISM XA-XB

- Experience 5 to 9 years of experience with an understanding of business, financial products, customer know-how, and technology.