Financial Planner

Full Time


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.


Experience: 0-6 months experience

Education: Certified Financial Planner (CFP) - Mandatory

Key Competencies:

  • Proficient in relationship management with a focus on enhancing the value of existing customer relationships.
  • Demonstrated ability to develop comprehensive financial plans.
  • Advanced proficiency in Microsoft Excel.

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.

Candidate Requirements:

  • Engage with clients to promote a range of financial products offered by the company, including stocks, mutual funds, private equity, AIFs, and others.

Educational Qualifications:

  • Bachelor's degree in any field.
  • Mandatory Certified Financial Planner (CFP) qualification.
  • All 4 examinations for CFP certification should be cleared.

Salary Expectation : candidates' last drawn salary and their skills, knowledge, and capabilities demonstrated during the interview process.

Hiring Manager Details:

Seema Dube Kumawat

[email protected]