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Certified Financial Planner

Employer
Confidential
Location
Palakkad Palakkad Kerala, Kerala, India
Salary
Competitive Salary
Closing date
Jun 26, 2024

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Job Role
Management Accountant
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Job Description:

- Financial Plan preparation supervision and presentation to clients/groups.
- To be a knowledge point and having good understanding about investment products and various asset classes

- Disseminate the importance of Financial planning among prospects

- Lead a team of junior planners

- Manage client relationships and communications

- Understand the cost and revenue expectations of the business and work progressively

- Give presentations in Financial planning awareness Meetings and establish the concept on a wider scale.

- Client satisfaction, service and retention benchmark achievement

Experience and Certification requirements :

CFP/CWM/ NISM XA and XB with minimum of 2+ years' experience in Financial plan preparation

Academic Qualification: MBA - Finance, M. Com, MA Economics

Skills: Equity Research, Equity Analyst, Share Trading, Mutual Funds

Experience: 2.00-7.00 Years

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