Etica Wealth Pvt. Ltd

Mumbai 25 Jun 2021

Job Title

Financial Planner

Job City


Company Profile

The word ‘Etica’ comes from a Spanish/Portuguese language, which means Ethics. “Ethics before Everything’ is our philosophy at work. We strive to be the clients’ most trusted distributor by transparent dealings, focused on client’s primary interests.

In nutshell, we pride ourselves only on two hallmarks: 1. Honest Distribution 2. Quality Service. The company is currently managing 1100 crore of Asset Under Management with a team size of 25 people

Job Profile & Responsibilities

  • Assisting Relationship manager in data gathering of clients and execution of actions on client’s portfolio.
  • Preparing & Updating Plan for the Clients
  • Preparing recommendations for the client based on various goals.
  • Research on Term, Health Insurance and Preparing a proposal for clients

Prefered Qualifications

Graduation in any discipline with CFP degree and NISM Mutual Fund Exams

Desired Candidate Profile

Candidate with 1 year of experience in the Wealth Management Industry and should possess good oral and written communication skills in English. Passionate to make a career in personal finance.

Additional Details

Salary Range

From Rs. 20,000 - 30,000 / month

How to Apply