Job Description

Analyze clients financial statuses (. income, expenses and liabilities)

Examine and suggest financial opportunities (. insurance plans, investments)

Develop sound plans and budgets for clients

Customize financial plans according to clients changing needs

Help clients implement their plans and carry out transactions

Present and sell suitable financial products and services

Find and approach prospective clients

Build strong relationships to retain existing clients

Maintain updated knowledge of regulations, practices and financial products

Experience : 2 - 4 Years

No. of Openings : 1

Education : B.B.A, B.Com, M.Com

Role : Financial Planner

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

About Impact HR & KM Solutions

Impact HR & KM Solutions is benchmarked as one of the most trusted and dedicated HR & Outsourcing Companies in India that has been serving its clients over the years. We have earned a name for ourselves for providing clients innovative HR solutions. We are one among the very few companies that understand clients needs to the roots and make efforts to go to those roots just as to give them what they want. Our services include HR Outsourcing Services, Talent Management, Knowledge Management, ,Executive Hunt, Resume Services, Corporate Governance and Networking Solutions. We place candidates across various industries like Banking / Financial, BPO, Human Resource, Engineering, Medical/Health Care/Pharmaceuticals, FMCG, Export/ Import, Education / Training and Automobile.Our services are prompt and cater to all kinds of clients. At Impact HR & KM Solutions, we provide customized solutions for all kind of clients with great levels of enthusiasm and passion towards them.
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