• Opportunity for Financial Planner Jobs in Mumbai,India - 24971064

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Job Description:


  • Prepare sound financial plans to ensure clients meet their goals

  • Advise clients on current financial issues and make recommendations

  • Generate new business and build relationships

  • nalyze clients’ financial statuses (eg income, expenses and liabilities)

  • Examine and suggest financial opportunities (eg insurance plans, investments)

  • Develop sound plans and budgets for clients

  • Customize financial plans according to clients’ changing needs

  • Help clients implement their plans and carry out transactions

  • Present and sell suitable financial products and services
  • Profile Summary:

    Employment Type : Full Time
    Eligibility : Any Graduate
    Industry : Banking
    Functional Area : Finance
    Role : Loan/Mortgage,Retail Finance
    Salary : Rs 2.00 - 5.35 Lacs p.a.
    Deadline : 06th May 2020

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