Financial Planner Jobs in Pune - Podium Systems

Financial Planner
Podium Systems
Pune(Baner )
MBA/PGDM(Banking & Finance), B.Com
Podium Systems
Last Date 20 Apr 2020
This Job is Expired

Podium Systems - Job Details

Date of posting: 20 Feb 20
Financial Planner

Selected intern's day-to-day responsibilities include:

  • Managing Bank accounts and responsible for marketing for mutual funds, insurance, and other bank products

  • Assisting existing customers, managing insurance accounts, managing customer service

  • Maintaining knowledge of all insurance and bank products as well as any company-mandated changes or updates

  • Providing guidance to clients regarding the advantages and disadvantages of investment products

  • Researched mutual funds, stocks, private placements, and insurance products for clients

  • Assisting in the creation of financial plans, investment decisions

  • Communicating directly with clients regarding investment/financial planning decisions, quarterly review scheduling

  • Managing the Operations for the office including processing all transactions, documenting information and maintaining CRM

  • Generate and process paper and electronic documents.

Financial Planner Qualifications/Skills:

  • Comprehensive knowledge of topics related to financial planning

  • Advanced Microsoft Excel skills

  • In-depth understanding of the securities industry, including investment and insurance products and services

  • Self-starter with an entrepreneurial spirit

  • Results-oriented mindset

  • Exemplary written and verbal communication skills

  • Strong interpersonal aptitude

  • Ability to maintain confidentiality.

  • Commerce graduate/ MBA in Finance

Job Summary

Job Type : Internship / Projects
Job Role : Accountant
Job Category : Finance
Hiring Process : Face to Face Interview
Who can apply : Freshers

About Podium Systems

Podium Systems
This Job is Expired
This posting is done directly & exclusively on We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us
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Podium Systems recruiting Financial Planner candidates nearby Pune(Baner ).Podium Systems vacancies for Financial Planner is recruited through Written-test, Face to Face Interview etc.
Podium Systems Company recruits a lot of candidates every year based on the skills . The candidates with MBA/PGDM(Banking & Finance), B.Com are selected to full fill the vacancies in Accountant job field. The candidates nearby Pune(Baner ) can apply for Financial Planner position in Podium Systems. All candidates should have a degree or post-graduation in the required field based on the requirement mentioned. The jobs are available in Full Time basis. When it comes to the Podium Systems recruitment, candidates are mostly chosen for the department of Accountant . To learn more about the current jobs and other details, it is better to go through official site of Podium Systems and Freshersworld. Find the latest jobs near you and near your home. So, that you don’t need to relocate. The Freshersworld is a leading employment portal that researches the official site of Podium Systems and provides all the details about the current vacancies, the application process, selection process, interview test details, important dates and other information. Search and apply for the top job positions in Podium Systems and near your city and get a secured career.