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Sifat Sehgal

How important it is to have excellent communication skills if I want to work as a Financial Planners in top companies?

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by Sifat Sehgal
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RE: How important it is to have excellent communication skills if I want to work as a Financial Planners in top companies?

Alok Agrawal
Alok Agrawal
Verified Career Expert
Mananger at Etoe Group/Career Counselor
  • Bangalore

Now a days communication skill is a very important part to measure a person's personality and confidence level. If you want to work as a financial planner in top companies than it is important to focus and improve your communication skills.


As the first impression is always the last impression, if in your first meeting itself you are not communicating properly, fumbling and stammering than it will definitely create a bad impression and will reduce your chance of selection. It will reflect you level of confidence also so its important in every aspect.

Further to this you need to clear group discussions and personal interview to be selected in the company to work as this is the common process for selecting the right candidate for the post.This draws the attention to improve your communication skill. This is always the first criteria to be selected for any post or vacancy anywhere.

Later in case you are selected, as a Financial planner in your day to day work you need to communicate to all level of people which will be better if you are good in communicating your views and ideas to others. You have to work in spreadsheets and software's which can be easy and faster with sound knowledge and
updated skills.

You have to attend meetings, conference, seminars and sometimes you have present the Financial plans and projections, the strategic plans for future, Reports and findings to be shared with board. To work in international companies and globally again it is very important to be well understood and good communication skill.

All these requires an excellent communication skill as you can address the members in the meetings and seminars and to present your data effectively and confidently its really necessary to communicate better to be better understood by all, otherwise all will be in vain if no one getting you point.

To get noticed and to create a good impression in everyone's mind and to excel in your field a good communication skill is must. Today is era of global business and MNC's with huge competition in every field where it needs to be good in all aspects to get selected and noticed by all. where ever you go you will find a long queues waiting to get selected, there to mark your presence you to need to excel in all criteria so no doubt in asking importance of communication skill.
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Career Counsellor - Reena Saxena
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Reena Saxena

Founder - ReInventions (Professional Banker, Career & Image Coach

Reena Saxena comes with 25+ years experience in the BFSI sector. She holds a MMS(Finance) from Symbiosis Institute of Business Management, Pune and professional certifications in Banking, Coaching and Training. She has switched careers to being a Career & Financial Coach, through her initiatives ReInventions. and MoneyGoalz.

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Prathamesh Kapote

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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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Meghna Mukherjee

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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

Caching Date: 7/17/2025 10:44:05 AM