Podium Systems jobs - Financial Planner

Financial Planner

Podium Systems
experience Fresher
salary Salary not disclosed
qualification
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Posted: 4 Years ago
Views: 2
Applications: 7
Openings: 3

Job Description

Financial Planner

Selected intern's day-to-day responsibilities include:

  • Managing Bank accounts and responsible for marketing for mutual funds, insurance, and other bank products

  • Assisting existing customers, managing insurance accounts, managing customer service

  • Maintaining knowledge of all insurance and bank products as well as any company-mandated changes or updates

  • Providing guidance to clients regarding the advantages and disadvantages of investment products

  • Researched mutual funds, stocks, private placements, and insurance products for clients

  • Assisting in the creation of financial plans, investment decisions

  • Communicating directly with clients regarding investment/financial planning decisions, quarterly review scheduling

  • Managing the Operations for the office including processing all transactions, documenting information and maintaining CRM

  • Generate and process paper and electronic documents.

Financial Planner Qualifications/Skills:

  • Comprehensive knowledge of topics related to financial planning

  • Advanced Microsoft Excel skills

  • In-depth understanding of the securities industry, including investment and insurance products and services

  • Self-starter with an entrepreneurial spirit

  • Results-oriented mindset

  • Exemplary written and verbal communication skills

  • Strong interpersonal aptitude

  • Ability to maintain confidentiality.

  • Commerce graduate/ MBA in Finance


Job Particulars

Who can applyFreshers
Hiring Process Face to Face Interview
Employment TypeInternship / Projects
Job Id299723
Locality Address Baner
StateMaharashtra
Country India

About Company

Podium Systems
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