Certified Financial Planner

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