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Financial Planner

5.00 to 10.00 Years   Surat, Ahmedabad   17 Jun, 2025
ODH DEVELOPERS PRIVATE LIMITED
Job LocationSurat, Ahmedabad
EducationNot Mentioned
SalaryRs 4.5 - 10 Lakh/Yr
IndustryBanking
Functional AreaRisk / UnderwritingFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    We are on the hunt for a professional and talented financial planner to join our finance department. We want a self-motivated individual that will ensure our clients make wise and profitable decisions to meet their financial goals. In this role, you will be responsible for managing our clients finances, acting as a trusted advisor in areas such as investments, savings, and debt management.Responsibilities:
    • Evaluate clients financial documents including their income, expenses, and liabilities.
    • Offer support and guidance in financial, insurance, and investment planning.
    • Create strategic financial plans and budgets for clients.
    • Monitor clients needs and adjust their financial plans accordingly.
    • Prepare financial and business analysis reports.
    • Present and market financial products and services.
    • Find potential clients and foster long-lasting relationships.
    • Ensure you stay updated on the latest regulations, practices, and financial products.

Keyskills :
riskbudgetingteamworkmanagementcommunicationschedulinganalysisadaptabilityskillsmakinganalyticdecisionfinancialproject

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