Financial Planning Specialist

Company Description

Abhishek Bansal Distribution Private ltd is a renowned name in the filed of Wealth management since 2007. An AMFI registered Mutual Fund Distributor, we offer a bouquet of Investment Options ranging from Mutual Funds, PMS, AIF, Insurance, Real Estate etc.

For further details, please visit www.abhishek-bansal.in

Role Description

This is a full-time on-site role for a Financial Planning Specialist, located in Gurugram. The Financial Planning Specialist will be responsible for creating financial plans for Investors, performing comprehensive financial analysis, and providing detailed Wealth reports. Day-to-day tasks include evaluating financial data, preparing Goal Plans, and monitoring financial performance to provide Reports to the Investors. The role also involves collaborating with other departments to ensure accurate financial planning and reporting.

Qualifications

• Expertise in Financial Planning in Wealth Management / Financial Services sector
• Must have a Professional certification such as CFP or CWM.
• Experience in preparation of financial plans within a Wealth Management environment is must.
• Strong Analytical Skills
• Good Understanding of Financial Services Products
• Attention to detail and accuracy in financial data analysis
• Excellent written and verbal communication skills
• Bachelor's degree in Finance, Accounting, or related field