Advantage Financial Planners LLP 

Gurugram Only (No Work from Home) 15 Apr 2021

Job Title

Financial Planning Operations Assistant

Job City

Gurugram Only (No Work from Home)

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. Registration with SEBI as “Registered Investment Advisors (RIA) brings more formal approach, risk profiling, disclosures and transparency. While firm is a fee-based investment advisor, this brings you the opportunity to get unbiased, researched, trustworthy, transparent and professional advice. The firm is managed by the founder and its Partner, Taresh Bhatia. 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 financial transaction related software such as ‘Investwell Mint’
  • Checking if the feed from mutual funds/ portals is getting updated
  • Map Clients’ portfolios & funds with their Financial Goals
  • Conduct New Investments for clients, carry on transactions online through transaction-related software and through online platforms such as the ‘BSE star MF’
  • To be able to crosscheck that the investment, redemption, purchase has been effectively done and communicated to the client.
  • Be able to do a portfolio review of the Investments of the Client.
  • Be able to generate various kinds of reports such as Monthly Portfolio reports and to send these to the client regularly.
  • Assisting the Financial planner for Preparation and checking of customized financial plans, monitoring of plans, and updating plans.
  • Coordinating with all the providers of financial products for availability of Mutual Fund & Insurance products, and to compare, analyze and finalize them
  • Contacting clients and setting up meeting and supporting Advisory team for meeting and review of financial plan
  • Supporting with other tasks such as making new client agreement, database management, Risk Profiling of Existing & New clients. Should be able to work on financial transaction related software such as ‘Investwell Mint’

Prefered Qualifications

  • Graduate from a premier college.

Desired Candidate Profile

Demonstrable interest in personal finance, desire to build a long-term career in the domain; Good knowledge of mutual funds; Good verbal and written communication skills; High levels of energy and discipline; Basic working knowledge of financial instruments will be an advantage.

Additional Details

Salary Range

Rs. 180,000/- to Rs. 3,60,000/- per annum including incentives, bonus etc. and shall be the best as per industry norms and as per experience and skills.

How to Apply