• Certified Financial Planner New Delhi
  • Planyourworld in New Delhi, Delhi, India
  • jobs
  • 2 weeks ago

jobs description

Company Description

Planyourworld is a leading provider of online programs focused on financial literacy, specifically retirement planning and overall financial planning. Our mission is to empower Indian households by equipping them with essential financial planning knowledge. We are seeking a dynamic and driven Business Development Associate to join our team and drive sales for our financial planning programs.

Role Description

This is a full-time on-site role for a Certified Financial Planner at Planyourworld in New Delhi. The Certified Financial Planner will be responsible for providing financial planning services, including retirement planning and personal financial planning. They will work closely with clients to understand their financial goals and develop customized financial plans to meet their needs. The Certified Financial Planner will also provide advisory services and support to clients to help them achieve their financial objectives.

• Certified... Financial Planner (CFP) qualification
• Strong knowledge and expertise in financial planning
• Experience in retirement planning and personal financial planning
• Excellent understanding of finance and investment strategies
• Ability to analyze financial data and provide effective recommendations
• Good communication and interpersonal skills
• Attention to detail and strong organizational skills
• Experience in the mutual fund and insurance industry is a plus
• Bachelor's degree in Finance, Economics, or related field
New Delhi Delhi India


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