Associate Financial Planner

Job responsibilities

  • Support the Financial Planning team to handle and deliver the Financial plans through the Online platform as well as offline mode.
  • Handling client queries related to product and operations
  • Provide Client support and guidance in Registration and Data gathering
  • Handle research related to investment products like Mutual Fund, Insurance and Equityk.
  • Responsible for advising people in respect to their financial assets.

Job Requirements:

  • Knowledge of investment products like Mutual Fund, Insurance and Equity
  • Develop and maintain long term relationship with the new as well as existing customers.
  • Provide good quality service to customers
  • Knowledge in Financial modelling

Skill Set Required:

  • MS Office
  • Good analytical, verbal & written communication
  • Confident & Self-motivated.

Experience: 0-2 yrs experience

Location : Cochin, Kerala

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