Job Description CFP Candidate (Advisory & Research Analytics)

We are looking for a qualified CFP (Certified Financial Planner) with strong analytical skills to join our Advisory & Research Analytics team.

Key Responsibilities:

Develop and write financial planning logic for various advisory tools and modules.

Conduct research and support analytics for investment, insurance, and retirement planning.

Prepare and analyze financial reports, models, and client planning data.

Work closely with the advisory team to support product recommendations and solutions.

Ensure accuracy and quality in all research and planning outputs.

Required Skills & Qualifications:

CFP certification is mandatory.

Minimum 2 years of relevant experience.

Strong command over Excel (advanced formulas, logic building, data handling).

Good understanding of financial planning concepts, products, and calculations.

Ability to write clear, structured, and accurate financial logics.

Strong analytical skills and attention to detail.

Location: Gurgaon

CTC: Up to 8 LPA

Interested Candidate can mail there resume to

Urgent Opening- Sr Executive ( Research & Advisory)