Financial Planner

Type:

Location:

Jaipur

Description:

Company Name - SLA Capital

We are looking for a Financial Planner to help clients manage their finances. You will be responsible for reviewing client’s portfolios including investments, cash flows, savings and debt management. If you’re analytical, meticulous and customer-oriented, we’d like to meet you.Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

What you'll do  

• Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
• Customize financial plans according to clients’ changing needs
• Present andsuitable financial products and services
• Remain updated with latest Financial Products

    What you'll need

• Certified Financial Planner(CFP) degree is must.
• Fresher may also apply (experience is an additional advantage)
• Ability to analyze financial information
• Proficiency in MS Office (excel and PowerPoint should be excellent)
• Strong ethics, with a customer-oriented attitude

Things to be considered

• Fun and rewarding work environment
• Encourage people to come with ideas, suggestions and feedback that adds to the growth and efficiency of the company

Expected Package 1.5 to 2 lacs per annum

Hiring Manager Details:

Ashish Modani

[email protected]

9829255737