Financial Planner

Candidate must be strong in verbal and written English. Has to handle HNI client and resolve all investments related query. Candidate has to make cash flow statement, retirement planning, Investment planning under guidance of Investment team. The candidate has to ensure that the investment portfolio has to increase from the existing as well as from new client/ referral client. Knowledge of financial investment products and risk associated with that is must. Passion to handle client and increase investment portfolio is the requirement of this role
CFP level 1 is must along with graduation from Banking and Accounts stream