Financial Planner

12.00 to 22.00 Years Noida 06 Feb, 2024

Job Location	Noida
Education	Not Mentioned
Salary	Rs 12 - 24 Lakh/Yr
Industry	Investment Banking / Venture Capital / Private Equity
Functional Area	Operations Management / Process AnalysisInvestment Banking / M&A
EmploymentType	Full-time

Job Description

We are looking for a Financial Planner to help clients manage their finances. You will be our clients trusted advisor in areas including investments, cash flow, savings and debt management.Our financial planner should be an effective communicator with experience in financial planning and business development. If youre analytical, meticulous and customer-oriented, wed like to meet you.Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.ResponsibilitiesAnalyze clients financial statuses (e.g. income, expenses and liabilities)Examine and suggest financial opportunities (e.g. insurance plans, investments)Develop sound plans and budgets for clientsCustomize financial plans according to clients changing needsHelp clients implement their plans and carry out transactionsPresent and sell suitable financial products and servicesFind and approach prospective clientsBuild strong relationships to retain existing clientsMaintain updated knowledge of regulations, practices and financial products any interested Applicants are expected to submit their updated resume to hidden_email

Keyskills :
securitiestraininginvestmentsupportmanagementclientwealthprogramsrelationshipsfacingproductsservicesfinancialstrategies

APPLY NOW

Financial Planner Related Jobs

Jd Edwards Technical Consultant

LTIMindtree Limited

6.00 to 11.00 Years Noida 26 Apr, 2024

Keyskills :
enterpriseonejde technicaljdejde enterprise one

View & Apply
Associate Vice President

Wealth Clinic

5.00 to 9.00 Years Noida 26 Apr, 2024

Keyskills :
Sales StrategiesSales ManagementMarket SizingTeam ManagementProfitable GrowthMentoring

View & Apply
Senior Structural Engineer(Buildings)

Optimum Design

5.00 to 9.00 Years Noida 26 Apr, 2024

Keyskills :
building design

View & Apply
SENIR DESINONER

SR Global Placement

5.00 to 10.00 Years Noida 26 Apr, 2024

Keyskills :
institutional designinterior designingcommercial designinterior architecture

View & Apply
Project Architect (Interiors)- Greater Noida

MEGMA SERVICES

10.00 to 15.00 Years Noida 26 Apr, 2024

Keyskills :
vrayauto cadlumiongoogle sketchupproject architectureboq

View & Apply
Senior Manager - Supply Chain Management

FRONTLINE TECH JOB CONSULTANTS

14.00 to 24.00 Years Noida 24 Apr, 2024

Keyskills :
logisticssupply chain management

View & Apply
Relationship Manager Customer Engagement

Kotak Mahindra Bank Limited

3.00 to 5.00 Years Noida 24 Apr, 2024

Keyskills :
relationship managementsavings accountspersonal bankingportfolio managementcross salescasa salescurrent account

View & Apply
Pgt English Teacher

Educare Ventures Private Limited

1.00 to 6.00 Years Noida 24 Apr, 2024

Keyskills :
pgt englishenglish facultyenglish lecturerenglish facilitator

View & Apply
CRM Executive

DV HR India

1.00 to 5.00 Years Noida 24 Apr, 2024

Keyskills :
presentation SkillsExcelInterpersonal skillscollaborationcommunicationgood communication skillsCRM Manager

View & Apply
Customer Relationship Manager (CRM)

Y G Estates Facilities Management Pvt Ltd

1.00 to 5.00 Years Noida 24 Apr, 2024

Keyskills :
callingexcelMicrosoft ExcelMicrosoft Wordnegotiation skillsgood communication skills

View & Apply

Financial Planner

Job Description

Financial Planner Related Jobs

Jd Edwards Technical Consultant

Associate Vice President

Senior Structural Engineer(Buildings)

SENIR DESINONER

Project Architect (Interiors)- Greater Noida

Senior Manager - Supply Chain Management

Relationship Manager Customer Engagement

Pgt English Teacher

CRM Executive

Customer Relationship Manager (CRM)

Jobs By Category

Jobs By Skills

Jobs By Location

Main Menu

Jobseekers

Employers