Financial Planning Analyst

Financial Planner - UK Shift timing - 10am to 7pm or 11am to 8pm or 12am to 9pm Location - Mohali / Bangalore / Vizag / Delhi Role dimensions Understanding the product. Preparation and checking of customized financial plans, monitoring, and updating the plans. Coordinating with Paraplanners on scenario analysis and case studies specific to client needs. Coordinating with all providers of financial products for availability of product, then compare, analyze and finalizing products. Accompanying advisory team for meetings and review. Knowledge & Skills In-depth knowledge of all products (Insurance, health, life, mutual funds, bonds, PPF, etc.) Excellent communication skills Good working knowledge of Microsoft office Excel, word and PowerPoint. Ability to foster and cultivate relationships with existing and prospective customers. Ability to work with a team. Primary Responsibility Receiving the task from the Advisers Capturing the task request into the Smartsheet Understanding the End us...