Junior Financial Planner

Job Title: Financial Planner (Female Candidates Only)

Location: Navi Mumbai (Candidates from in and around Navi Mumbai preferred)

Experience: 12 years

Qualification:CFP Certification is mandatory

About V-Financial Services

V-Financial Services is an all-women-led wealth management firm serving HNI and corporate clients. We specialize in financial planning, multi-asset investments, tax planning, retirement planning, and comprehensive client advisory solutions.

Key Responsibilities

• Prepare and present comprehensive financial plans across multiple asset classes.
  
• Handle tax planning for individual and HNI clients.
  
• Manage client relationships, ensuring timely communication and advisory support.
  
• Execute investments across various platforms (BSE Star, MFU, insurance portals, etc.).
  
• Conduct periodic investment reviews and recommend portfolio rebalancing.
  
• Coordinate with AMCs, RTAs, insurance, and mediclaim companies for transactions and servicing.
  
• Support client onboarding, documentation, compliance, and reporting.
  
• Ensure timely follow-ups for renewals, SIPs, policies, and investment-related tasks.
  
• Drive new business generation through client referrals and relationship deepening.
  
• Maintain accurate MIS, reports, and internal documentation.
  

Candidate Requirements

• CFP certification is compulsory.
  
• 1–2 years of relevant experience in financial planning, investments, and client servicing.
  
• Strong understanding of mutual funds, insurance, tax-saving products, and multi-asset solutions.
  
• Excellent communication skills and a client-centric approach.
  
• Proactive, detail-oriented, and comfortable working in a fast-paced wealth management environment.