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@diipkrana @anandwadadekar @meghnamukherjee I think you can answer this in an interesting way
Hello Dear Friend,Welcome to CareerGuide.com!!!
Thanks for writing to us.
Thats good to hear that you have been planning to make your career in Financial Planning and that too thinking of going with the Public Sector though you have an option of working in Private Sector.Financial Planning is one of the fastest growing profession in the world and with a huge demand-supply gap in India and so youngsters planning to make their career in the financial sector have a great scope.
Financial Planners are the professionals who plan the funds or money of the clients which is not only a tricky business but also challenging and difficult task.Every person wants to save money and invest the funds in order to meet their future uncertain needs or certain needs i.e Further education,Child Marriage,Health etc.Financial Planners provide their advice to the persons on the investment and saving options to achieve their social,personal,professional goals and commitments arising in future.
They provide their advice not only to individuals but also to corporates,banks,Stock investment companies,insurance companies,port-folio management firms,tax consultancy,financial institutions etc.
Aside from a possessing professional qualification and desired certificate/degree/diploma, the various skills and proficiency required to be a financial planner include; interpersonal skills, convincing personality, patience, strong Commitment to client, effective communication, positive attitude, strong analytical ability, problem solving skills, latest information about environment and legislations related to tax,business or profession, initiative, creativity, relationship management, soft skills on computers, logical mindset, presentation and knowledge of local dialect for establishing better connectivity with the clients and time management skills.
Looking at the career avenues that a financial planner definitely a Financial planner can work in Public Sector by working with the Nationaslied Banks like Allahabad Bank,Bank of India,bank of Baroda,Corporation bank etc. You really have a good career with the Indian Banking Sector as Financial Planner.
I hope you find this information usefula and helpful.
Wish you Good Luck.
Feel free to get in touch again.
Warm Regards,Prathamesh K.
Basically companies whether private or public, who are into the business or offer products or services relating to wealth management, mutual funds, insurance, and other investment avenues require Financial Planners. By Financial Planners I mean those who have qualified / certified in Financial Planning preferably from the FPSB India.
Nationalised Banks, Government Financial Institutions, NBFCs require Financial Planners. Banks offering Insurance and Mutual Funds also require Financial Planners.
Dr. Anand Wadadekar
When you speak of Public sector organizations, they are mainly the service oriented organization directly related to the government sector.
Finance being the backbone of any organization whether run privately or publicly.
Both the organizations are answerable to investors and to the government.
As far as public sector is concerned, they are directly responsible to the people as mainly the investment is through the public money.Thus a Financial planner is the most important employee in such organization.He would be the one who would have made a detailed planning as to where the investments must be made to earn profits, also in case of loses, which is bound to happen, he can advise what and where investments needs to be planned and directly help managing the resources for the organization and save the organizations face in front of the public.
Hope I could give you some insight to your question asked.
Wish you good luck...........
Counselor at Adaptive Minds
Mrs. Meghna is a Postgraduate in clinical Psychology. She had been a part of several workshops related to Personality Enhancement, Counseling, Child and Adolescent Psychiatry, Therapy, Hypnosis for self Healing etc. She works at Adaptive Mind as freelance counselor and had worked as an executive counselor at Growth Centre, School Counselor at Billabong High International School, Sri Sri Ravi Shankar Vidya mandir. Her areas of expertise include Human Resources Management with Clinical Psychology. Currently working as a Brain mapping analyst
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Reena Saxena comes with 25+ years experience in the BFSI sector. She has handled several portfolios in HR, Branch Banking, Business Development, Product Management and Channel Management.
She holds a MMS(Finance) from Symbiosis Institute of Business Management, Pune and additional certifications in Coaching, NABET-certified Training, Soft Skills Training from Scottish Qualifications Authority, UK, Instructional Design and Image Consultancy.
She has switched careers to being a Career & Image Coach, through her initiative ReInventions. http://reinventions.in
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Mr. Prathamesh is a Certified Career Consultant by Psytech International (bps) UK and is also a Certified Trainer for Life Skills; he is pursuing Narrative Therapy from Adelaide, Australia. He has been in to career counseling for more than 8 years now he practices MINDFULNESS psychotherapy with students. He possesses vast experience in teaching and career counseling. Currently he is associated with FUEL NGO. He had counseled over laces of students and is a founder director of Canvas Career Consultancy, committed to conduct Psychometric assessments for students and do career counseling by making them aware about new career avenues
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