Financial Planning Manager

6

Applications

Hyderabad
Full-Time
Mid-Level: 4 to 6 years
35K - 45K (Per Month)
Posted on Apr 01 2024

About the Job

Skills

Excellent communication skills
Financial consultant
Financial advisor
Wealth manager
Wealth consultant
Asset manager

Company Overview


Gamut HR Solutions will help you find the right kind of job!


Job Overview


Mid-Level position with 4 to 6 years of experience, Full-Time role based in Hyderabad, Telangana, India. Salary range: Competitive. Gamut HR Solutions, a company with a focus on job placements, headquartered in Hyderabad with 2-10 employees.


Qualifications and Skills


  • Proven experience as a Financial Advisor or Wealth Manager
  • In-depth knowledge of investment strategies and financial products
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Certifications such as CFP, CFA, or similar are a plus


Roles and Responsibilities


  • Provide financial planning and investment advice to clients
  • Develop personalized financial strategies based on client goals
  • Monitor and review client portfolios regularly
  • Recommend suitable investment products and insurance plans
  • Assist clients in building and managing wealth effectively



About the company

Gamut HR Solutions will help you find the right kind of job !

Company Size

2-10 Employees

Headquarter

Hyderabad

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