Financial Planner
Finace Infosolution Llp · Mumbai · onsite · Posted 42d ago
About a minute. You'll make an account on the way through.
About this role
Key Responsibilities:
- Collect and maintain client data, financial records, and documentation, along with conducting detailed need-based assessments (understanding client goals, expectations, and risk profile)
- Evaluate and analyze the clients current financial position, including income, expenses, assets, and liabilities
- Develop and present comprehensive financial plans and analysis tailored to client objectives
- Implement financial recommendations, including investment, insurance, and wealth strategies
- Monitor and track client financial goals and portfolio performance on an ongoing basis
- Coordinate with clients and internal teams for transaction execution through online platforms
- Conduct regular portfolio reviews (quarterly) and provide actionable insights for optimization
- Prepare and present insurance solutions, including quotations and review of existing policies to ensure adequate coverage
Sourced from naukri