Financial Planner

Munificent Tech Services

primary responsibilities:

- collaborate with advisers to receive task assignments and understand project requirements.

- accurately document task requests in the smart sheet for seamless task tracking.

advisers, ensuring alignment with the provided advice.

- review end users' details to identify any missing information and initiate corrective actions

- play a pivotal role in data collection, including assessing the need for supplementary information through super and insurance research activities.

- liaise with advisers to seek clarifications or obtain additional information as needed.

- generate, prepare, and edit reports, ensuring they adhere to high-quality standards and effectively communicate financial insights.

minimum requirements:

• graduate/postgraduate in finance or a relevant degree.

• freshers/experienced candidates are welcome to apply.

• strong background in financial planning, investment, and insurance.

• exceptional command over the english language

• profound understanding of the financial planning process.

• meticulous attention to detail.

• excellent report-writing skills.

• ability to work independently, manage multiple tasks, and meet deadlines.

knowledge & skills:

• possession of a certified financial planner (cfp) designation is a definite advantage.

• additional certifications from reputable institutions such as fpsb, ncfm, etc., are preferred.

• outstanding verbal and written communication skills.

• proficient in using ms word and excel.

• sound technical knowledge of insurance, mutual funds, trusts, taxation, and related areas

about us: we are munificent tech services (mts). we pride ourselves on delivering excellence and professionalism to organizations worldwide. with a commitment to world-class support and services, our goal is to provide top-notch solutions with fast tat. our services span financial planning, accounting, healthcare, accounting, sales and support, and more.

• Experience

  0 - 2 Years

• No. of Openings

  05

• Education

  B.B.A, B.Com, M.B.A/PGDM, M.Com

• Role

  Financial Planner

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office