Financial Planner
Sampadha · Hyderabad · onsite · Posted 35d ago
Undisclosed2–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Responsibilities / tasks in job role: Source relevant information and data to analyze trends and performance with respect to the financial planning industry Source relevant information and data to analyze trends and performance with respect to existing and new financial products and services Follow and get updated with the rules, regulations, circulars given RBI, SEBI, IRDA, PFRDA, Ministry of Finance, and other major Global Financial markets Regulators Develop useful presentations, inference material for Sampadha management and its clients, so as to utilize them towards business decisions Design reports under the guidance of supervisors on different asset and sub asset classes and disseminate those reports and recommendations to clients over different medium of communication Recommend areas of priority based on indicators and pointers from research Share accurate and complete information / reports for the purposes, as directed by the supervisor Maintain complete data and documentation pertaining to the assigned tasks Ensure timely and complete reporting to the supervisor
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Sourced from naukri
Skills
SUBIRDAFinancial ProductsmanagementResearchSEBIFinancial PlanningFinancial Marketssupervisor