Description :
Job Description: Financial Planner
Experience : 3-8 years
Location : New Delhi
Key Responsibilities:
Conduct in-depth client financial assessments and needs analyses
Develop and present tailored financial plans, including retirement planning, investment strategies, risk management, and estate planning
Provide guidance on tax planning, insurance solutions, and asset allocation
Monitor client financial plans and make adjustments as needed based on life events or market changes
Maintain up-to-date knowledge of financial products, investment vehicles, and regulatory compliance
Foster long-term client relationships through regular communication and review meetings
Collaborate with internal teams including wealth advisors, tax professionals, and insurance agents
Prakhar Softwares Solutions is a CMMI Level 3 , ISO 9001:2015, ISO 27001:2013 certified company dealing in multiple projects including software development, Staffing Management, Recruitment Process Outsourcing, E-governance. We have 10 offices across India and working for various e-governance projects of National Importance.
