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Financial Planner Jobs Opening in Munificent Tech Services at Nasik-Others, Nasik

Financial Planner

Munificent Tech Services
experience-icon 0 to 1 Years
salary-icon 15000 - 20000 Monthly
qualification-icon B.Com, M.Com, MBA/PGDM(Banking & Insurance & Finance), PG Diploma
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Posted: 02 May 24

Job Description

Shift Timing - 1:00 PM - 10:00 PM

Primary Responsibilities:

  • Collaborate with advisers to receive task assignments and understand project requirements.
  • Accurately document task requests in the Smart Sheet for seamless task tracking.
  • Thoroughly comprehend the needs and expectations of end users and advisers, ensuring alignment with the provided advice.
  • Review End Users' details to identify any missing information and initiate corrective actions
  • Play a pivotal role in data collection, including assessing the need for supplementary information through super and insurance research activities.
  • Liaise with Advisers to seek clarifications or obtain additional information as needed.
  • Generate, prepare, and edit reports, ensuring they adhere to high-quality standards and effectively communicate financial insights.

More information about this Financial Planner Job

Please go through the below FAQs to get all answers related to the given Financial Planner job

  1. What are the job requirements to apply for this Financial Planner job position?
    • Ans: A candidate must have a minimum of 0 to 1 year experience as an Financial Planner

  2. What is the qualification for this job?
    • Ans: The candidate can be a Graduate from any of the following: B.Com, M.Com, MBA/PGDM, PG Diploma

  3. What are the salary requirements for this job?
    • Ans: The salary range is between 15000 and 20000 Monthly. The Salary will depend on the interview. This Financial Planner is a Full Time in Nasik.

  4. What is the hiring Process of this job?
    • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

  5. This Financial Planner is a work from home job?
    • Ans: No ,its not a Work from Home Job.

  6. How many job vacancies are opening for the Financial Planner position?
    • Ans: There are immediate 4 job openings for Financial Planner in our Organisation.

Job Particulars

Education B.Com, M.Com, MBA/PGDM(Banking & Insurance & Finance), PG Diploma
Who can apply Freshers and Experienced (0 to 1 Years )
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id2416960
Job Category Finance
Locality Address Nasik-Others
Country India

About Company

We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and more.

Our vision is to be the go-to outsourcing partner, embodying optimism, transparency, commitment, and integrity in all we do. Join us in shaping India’s role as a leading Knowledge Process Outsource (KPO) destination while fostering growth for our team, partners, and community.

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