Job Title

Client Success Hero

Job City

Goregaon West (Mumbai)

Company Profile

We are a 9+ year-old financial planning firm based in Goregaon, Mumbai. We work for executive professionals to help them manage their money life. We are registered with SEBI as an Investment Advisor (Non-Individual category)

Job Profile & Responsibilities

Work closely with the chief financial planner, prepare the plan, help the clients to implement the plan, coordinate & assist in reviews, monitor the portfolios, track investments, complete documentation, provide transaction support, assist in research, manage compliance & follow up with clients.

Prefered Qualifications

Graduate + CFP with 2-3 years experience in a Financial Planning Firm, Mutual Fund Distributor, Fund House, Bank, Financial Services, Insurance Companies (BFSI).

Desired Candidate Profile

Self-driven candidates with good communication skills, healthy attitude & strong academics would be preferred.

Additional Details

Please email your resume and visit our website to know more about us.

Salary Range

As per the experience

How to Apply

rohit@gettingyourich.com