Financial Planner

We are looking for a proven sales professional with experience in financial services, banking, insurance, or wealth management. With 2–4 years of proven sales/business development experience in wealth management, mutual funds, private banking, or life insurance.

Proactively source and acquire new clients (HNIs, professionals, business owners) through personal networks, events, referrals, and strategic outreach.

Deliver compelling presentations and financial solution pitches aligned with client needs. Build strong, trust-driven relationships for long-term retention and referrals.

Collaborate with the operations and advisory team for seamless client onboarding and servicing.

Excellent communication, networking, and relationship management abilities.

Competitive fixed salary + attractive performance-linked incentives.

Entrepreneurial, client-first work environment.

• It is a Full Time Accountant job for candidates with 2 - 5 years of experience.

More about this Financial Planner job

1. What is the eligibility criteria to apply for this Financial Planner job?
   Ans: The candidate should be Graduate and above and above with 2 - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹35000 - ₹45000 per month that depends on your interview. It's a Full Time job in Delhi.
3. How many working days are there for this Financial Planner job?
   Ans: This Financial Planner job will have 5 working days.
4. Are there any charges applicable while applying or joining this Financial Planner job?
   Ans: No, there is no fee applicable for applying this Financial Planner job and during the employment with the company, i.e., RADHA MADHAV CHITS PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Financial Planner role?
   Ans: There is an immediate opening of 1 Financial Planner at RADHA MADHAV CHITS PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Accountant job.
8. What are the timings of this Financial Planner job?
   Ans: This Financial Planner job has 09:30 सुबह - 05:30 शाम timing.