Financial Planner

Responsibilities / tasks in job role: - Source relevant information and data to analyze trends and performance with respect to the financial planning industry

• Source relevant information and data to analyze trends and performance with respect to existing and new financial products and services
• Follow and get updated with the rules, regulations, circulars given RBI, SEBI, IRDA, PFRDA, Ministry of Finance, and other major Global Financial markets Regulators
• Develop useful presentations, inference material for Sampadha management and its clients, so as to utilize them towards business decisions
• Design reports under the guidance of supervisors on different asset and sub asset classes and disseminate those reports and recommendations to clients over different medium of communication
• Recommend areas of priority based on indicators and pointers from research
• Share accurate and complete information / reports for the purposes, as directed by the supervisor
• Maintain complete data and documentation pertaining to the assigned tasks
• Ensure timely and complete reporting to the supervisor

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