Financial Fitness

Swargate, Pune 18 Dec 2020 www.sudhirkhot.com

Job Title

Certified Financial Planner

Job City

Swargate, Pune

Company Profile

We help people to unlock their financial planning potential, Providing Financial planning, advisory, and distribution services to clients in all over India. The services give every investor a chance to leverage the potential of financial freedom and create strong wealth management strategies for themselves.

To know more about the company please visit – www.sudhirkhot.com

Job Profile & Responsibilities

  • Willingness to make a long term career in Financial Planning & Wealth Management.
  • Understanding of Financial Products (Mutual Funds, Bonds, Insurance, etc)
  • Understanding & Compiling Client Families Financials & Financial Goals.
  • Preparing a detailed Financial Plan covering Investments, Insurance, and Taxation.
  • Discuss online financial plan with clients
  • Executing Actions on the basis of the Financial Plan.
  • Periodical Client Financial Plan Review.

Prefered Qualifications

  • Certified Financial Planner (CFP)

Desired Candidate Profile

Minimum one year of experience in financial planning services.

Additional Details

Not available.

Salary Range

As per industry standards.

How to Apply

anand@sudhirkhot.com