Getting You Rich
Goregaon West (Mumbai) 17 Sep 2021 www.gettingyourich.com
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