Financial Planner only female candidates to Apply
- Type:
- Full Time
- Location:
- Mumbai –Colaba
- Description:
-
Company Name : GEPL CAPITAL PRIVATE LIMITED
Experience: Minimum 6 month’s fresher’s will also be considered
Education: Pursuing CERTIFIED FINANCIAL PLANNER Certification
Experience: Freshers pursuing CFP certification.
Salary : Upto 40k per month.
About Company : Winner of the "Maharashtra Best Employer Brand Award-2018". The Company has a nationwide network of over 100 offices, serving over 30,000 clients across India. GEPL is a member of the BSE, NSE, MCX, NCDEX, CDSL, WDM and Insurance sectors. Company believes in nurturing talent and possesses experts from the industry to execute it. It provides ample growth opportunities & platform for a healthy work life balance.
Website: www.geplcapital.com
Job Summary:
As a Financial Planner at [Broking Firm Name], you will be responsible for providing comprehensive financial advice to clients, helping them achieve their financial goals through investments, retirement planning, tax strategies, and risk management. You will utilize your deep understanding of financial markets and products to develop personalized financial plans that align with clients' objectives and risk tolerance.
Skills Required:
- Excellent interpersonal and communication skills.
- High level of integrity and professionalism.
- Strong analytical and problem-solving skills.
Role and Responsibilities:
- Engage with clients to ascertain their financial goals and requirements, conducting individualized client meetings as necessary.
- Provide expert advice on optimizing existing investment portfolios and execute necessary restructuring to align with client needs.
- Conduct regular reviews of client accounts, proactively identifying life events that may necessitate adjustments to their financial strategies.
- Keep abreast of market trends and provide timely insights to clients.
- Contribute to the dissemination of financial knowledge through the creation of articles and podcasts
- Hiring Manager Details:
-
Seema Kumawat