Financial Planning Jobs in Chennai - Prodigy Recruitment Consultants

Job Description:

Position Title: Financial planner

Location: Alwarpet, Chennai.

Experience:  0-2 Year

Gender: Female

Roles and responsibility:

1.    Prepare sound financial plans to ensure clients meet their goals

2.    Advise clients on current financial issues and make recommendations

3.    Analyze clients’ financial statuses (e.g. income, expenses and liabilities)

4.    Examine and suggest financial opportunities (e.g. insurance plans, investments)

5.    Develop sound plans and budgets for clients

6.    Help clients implement their plans and carry out transactions

7.    Present and sell suitable financial products and services

8.    Build strong relationships to retain existing clients

9.    Maintain updated knowledge of regulations, practices and financial products

10. Implement risk management and tax planning strategies.

11. Develop and execute retirement planning.

12. Guiding clients through personal financial analysis, including goal setting.

Requirements

1.    BSc/BA/B.com in accounting, finance, business administration

2.    Strong math skills and analytical skill

3.    Ability to analyze financial information and comply with regulations

4.    Outstanding communication skills, with the ability to foster long-term relationships

5.    Results-oriented mindset

6.    Comprehensive knowledge of topics related to financial planning

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