Financial Planner @ Hinduja Global

Job Description

We are looking for Financial Planner who will be trained to play a paraplanner role who would be working closely with Financial Advisors and help them in analyzing client situations and create various deliverables for clients. As such you will be required to speak with Advisers and product providers to determine any flaws and suggest suitable recommendations. We are looking for someone with strong communication skills and a problem-solving mind-set. The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Please note that we are only looking for candidates with 1 or 2 yrs of Industry experience Or MBA Finance Freshers with strong Financial Domain Knowledge, Selected candidate will be trained for 3 months on job. Role. Dimensions Providing support to Financial Advisors for collecting data from clients, creating financial plans, implementing recommendations, preparing investment plans, analyzing various scenarios and preparing other deliverables for clients Liaising with product providers and other relevant third parties Ensuring that all regulatory and compliance standards are met Ensuring that all client requirements are followed through to the appropriate conclusion Managing, recording and monitoring Client annual reviews on behalf of the Financial Advisors Assisting the Financial Advisors with client presentations and any other activities as agreed The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business. CTC offered for the Role - 2.5 - 3 L per annum. Candidates with higher expectations pls do not apply. This requirements is strictly for Hyderabad location only. Qualifications MBA specializing in Finance or Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 1 - 3 years" financial analysis and modeling experience Advanced knowledge of Excel Candidate should have basic knowledge in finance Previous experience in financial services preferred

Employement Category:

Employement Type: Full time
Industry: Others
Role Category: Pre-SalesSales / BD
Functional Area: Not Applicable
Role/Responsibilies: Financial Planner

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Keyskills:   Communication Skills Regulatory compliance Client management Client presentations Accounting Economics Excel Financial analysis Financial modeling Finance Financial Planner Paraplanner Financial Advisors Problemsolving Analytical mindset Financial data analysis Business trends MBA Finance Financial Domain Knowledge