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Financial Planner @ Odh Developers

Home > Risk / Underwriting

Odh Developers  Financial Planner

Job Description

    We are on the hunt for a professional and talented financial planner to join our finance department. We want a self-motivated individual that will ensure our clients make wise and profitable decisions to meet their financial goals. In this role, you will be responsible for managing our clients finances, acting as a trusted advisor in areas such as investments, savings, and debt management.

     

    Responsibilities:

    • Evaluate clients financial documents including their income, expenses, and liabilities.
    • Offer support and guidance in financial, insurance, and investment planning.
    • Create strategic financial plans and budgets for clients.
    • Monitor clients' needs and adjust their financial plans accordingly.
    • Prepare financial and business analysis reports.
    • Present and market financial products and services.
    • Find potential clients and foster long-lasting relationships.
    • Ensure you stay updated on the latest regulations, practices, and financial products.

Employement Category:

Employement Type: Full time
Industry: Banking
Role Category: Risk / Underwriting
Functional Area: Not Specified
Role/Responsibilies: Financial Planner

Contact Details:

Company: Odh Developers
Location(s): Ahmedabad

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Keyskills:   risk budgeting teamwork management communication scheduling analysis adaptability

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₹ 5 to 10 Yr

Odh Developers

Odh Developers Private Limited