Highlife Finserv Hiring for Finance Executive at Delhi, Delhi, India Full Time

Job Description

We are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re analytical, meticulous and customer-oriented, we’d like to meet you. Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.Responsibilities Analyze clients’ financial statuses (e.g. income, expenses and liabilities) Examine and suggest financial opportunities (e.g. insurance plans, investments) Develop sound plans and budgets for clients Customize financial plans according to clients’ changing needs Help clients implement their plans and carry out transactions Present and sell suitable financial products and services Find and approach prospective clients Build strong relationships to retain existing clients Maintain updated knowledge of regulations, practices and financial productsRequirements Proven experience as financial planner or similar role; experience in sales or customer service is an asset Ability to analyze financial information and comply with regulations Proficiency in MS Office and CRM systems Attention to detail and strong math skills Strong ethics, with a customer-oriented attitude Outstanding communication skills, with the ability to foster long-term relationships Graduate/Post Graduate in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plusJob Types: Full-time, Regular / PermanentSalary: INR25,000.00 – INR40,000.00 per monthBenefits:

• Cell phone reimbursement
• Paid sick time

Schedule:

• Morning shift

Supplemental Pay:

• Commission pay
• Performance bonus
• Quarterly bonus
• Yearly bonus

Experience:

• total work: 1 year (Preferred)

Work Remotely:

• Yes

Speak with the employer
+91 7042596154