Progno is looking for a motivated Associate Financial Planner to support our financial planning team in Kochi. You will handle client queries and conduct research on various investment products through our online platform.
Roles & Responsibilities:
Support the Financial Planning team in delivering plans via online and offline modes.
Handle client queries regarding investment products and operations.
Guide clients through registration and data gathering processes.
Conduct research on Mutual Funds, Insurance, and Equity markets.
Advise clients on managing their financial assets effectively.
Requirements:
Knowledge of investment products such as Mutual Funds, Insurance, and Equity.
Experience in Financial modelling is preferred.
Proficiency in MS Office and strong analytical skills.
Excellent verbal and written communication in English.
Confident, self-motivated, and capable of maintaining long-term customer relationships.
Perks & Benefits:
Career growth in the financial planning and fintech sector.
Exposure to diverse investment products and financial modelling.
Professional work environment in the heart of Kochi.
⚠️ JOB SAFETY ADVISORY
Real companies in India NEVER ask for money.
If asked for Registration or Processing fees, it is a SCAM.
Stop all contact and report them immediately.
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