Job Title

Interns, Assitant Financial Planner, Trainer, Relationship Manager, Para Planner

Job City

Chennai

Company Profile

Hamara Planner is a boutique Firm in chennai. which has transited from distribution to Advisory Model. Established since 2009. Girish Khandelwal is the Founder of company withYoung Dyanamic Personality with 10+ years of exp in financial Industry

Job Profile & Responsibilities

Directly Assisting Chief Financial Planner in client meetings . Customer Relationship. Customer support, New client Sourcing,  Training Skills will add advantage

Prefered Qualifications

Certified Financial Planner (CFP)

Desired Candidate Profile

A). Practicing CFP (for Interns).B).1-2 years relevant work experience(Associate Planner).C). 2+ Experience in Financial Industry handling direct clients (For Relationship Manager). Good oral & written communication Skills.Inclination to build a career in Financial Planning.Ability to get along with others.

Additional Details

The requirement is immediate and will be closed as soon as an appropriate candidate is selected. Compensation will be fair and commensurate to current capabilities.

Salary Range

Rs. 12000 p.m

How to Apply

hamaraplanner@gmail.com