Advantage Financial Planners LLP

Gurgaon - Haryana 8 Dec 2020 www.

Job Title

Financial Planning / Mutual Fund Operations

Job City

Gurgaon - Haryana

Company Profile

Advantage Financial Planners LLP is registered with Government of India with the Ministry of Company Affairs as a partnership firm. The firm is registered with SEBI (The Securities and Exchange Board of India) as “Registered Investment Advisors (RIA) under the SEBI (Investment Advisers) Regulations, 2013. The firm provides financial planning advisory services from its office in Gurgaon, India. The firm specializes in investment planning, retirement planning, tax planning, personal financial planning and wealth management.

Job Profile & Responsibilities

  • Should be able to work on Investwell Mint, Investwell etc.
  • Good knowledge of Mutual Funds.
  • Excellent with Ms Office.
  • Checking Clients Investments Online.
  • Checking if the feed is Updated.
  • Clients portfolios are matching with their Financial Goals.
  • Any New Investments to be done, How to do that and be able to carry on transaction online through investwell through the BSE star MF platform.
  • To be able to crosscheck that the investment, redemption, purchase has been effectively done and communicate to client.
  • Be able to do portfolio review of the Investments of the Client.
  • Be able to generate various kinds of reports and to send to the client regularly.

Prefered Qualifications

  • Graduate from a premier college.
  • Must have PREFERABLY cleared all the modules of CFP.

Desired Candidate Profile

  • Demonstrable interest in personal finance, desire to build out a long-term career in the domain.

Additional Details

  • Good verbal and written communication skills.
  • High levels of energy and discipline.
  • Basic working knowledge of financial instruments will be an advantage.

Salary Range

Will be fixed on Interview.

How to Apply