Job Title

Financial Planner

Job City

Malad, Mumbai

Company Profile

Arthashastra Financial Planners Pvt. Ltd. or AFPPL has its origins in the independent mutual fund advisory started by Mr. Aniruddha Sengupta in the year 1998. Aniruddha, had previously worked in different areas of financial services since 1993, comprising of IPOs, private placements of debt & equity, project finance and Assets and Trade financing.

The motivation that drove him, to start off independently in the area of personal financial services was the opportunity that lay in handholding busy professionals towards achieving financial security and freedom.

Since 1998, when it was a single product and one-man endeavour, AFPPL has come a long way. The bouquet of services now include – Savings & Investment Management, Loans (through the group company ISE PFS), Risk management, Personal Financial planning, Retirement planning and Estate planning.

AFPPL maintains a sharp client focused approach in its business. Our objective is to deliver our services in a manner that enables clients to achieve their goals in a cost-effective manner.

AFPPL believes in the credo of building professional COMPETENCE, creating a sense of RELIABILITY through all actions towards developing TRUST in all its relationships.

AFPPL and ISE PFS are a 10 member team aided by a team of practicing CAs, Lawyers, Valuation experts and Analysts. As a result, a client need not have to look far for any finance related query or need.

Job Profile & Responsibilities

Job Summary
We are looking for self-motivated, passionate and hardworking person with a flair for numbers for the role of a Financial Planner, who will provide confidential, and excellent organizational support, for financial planning and development of models for financial planning.
Responsibilities and Duties
• Good analytical and interpersonal skills. A great team player who is self-observant and proactive
• Demonstrated diligence for organizing, planning, documentation and report preparations
• Use client’s Financial Planning (FP) information to prepare FP workings, create a summary of FP Workings and convert workings into Sensitivity Analysis and Client Analytics by using Charts and Table in MS Excel.
• Collate various MIS reports (eg. FP Clients Summary Report, FP Dashboard, etc)
• Compilation of various reports (daily, weekly, monthly)
• Assist with relevant activities, as may be needed from time to time

Prefered Qualifications

CFP, Pursuing CFP, NISM Investment Adviser Certification, Pursuing NISM Investment Adviser Certification, BMS or MBA (Finance)

Desired Candidate Profile

• Strong time-management and planning skills; with multi-tasking and problem solving abilities
• Good analytical and interpersonal skills
• Demonstrable expertise in MS Office – hands on experience in MS Excel and MS Excel financial functions
• Proactive orientation towards Financial Planning services
• Build and maintain confidential and reliable working relationship
• 1-3 years of relevant experience
• Highly attentive to details with willingness to learn and innovate
• Candidate from nearby areas (Malad – West, Mumbai), within easy commute, preferred

Additional Details

NA

Salary Range

How to Apply

careers@arthashastra.net