Financial Planner - Hyderabad, India - VMSIGMA FINSERV PRIVATE LIMITED
2 weeks ago
Description
Job description
Job Description of a CFP
- Must be good at All calculations like FV, PV, RATE,
- Deliver a full range of goalsbased financial planning/wealth strategies including assessment of client needs
- Deliver holistic goalsbased financial solutions to clients
- Prepare and present detailed customized client reports
- To review the Investment Strategy and to suggest any modification if required
- Good understanding of various financial products and markets.
- Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
- Proficient in MS Office (Excel, Word, PowerPoint)
- Proactive, positive approach. Able to grasp/learn concepts and procedures quickly
- Good communication skill with great leadership quality
Salary:
₹11, ₹49,103.70 per month
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
- Yearly bonus
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