Job Title

Associate Financial Planner (Four vacancies)

Job City

Dwarka, New Delhi

Company Profile

Hum Fauji Initiatives© operates in the niche clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2015 certified company. We undertake comprehensive financial planning and goal-based investments in mutual funds, bonds, fixed deposits, real estate, and other investment avenues as deemed suitable for our clients. The product and service portfolio is being constantly expanded and reviewed. Candidates with experience in any or more of these verticals will have an edge in the selection process. We place UTMOST emphasis on ethics, values, and client service, and these are what guide our core philosophy of business. We expect our team members to abide by these values always and all the time. The company has an absolute Zero Tolerance policy on these issues.

Job Profile & Responsibilities

• To make short investment and retirement goal plans and explain the same to the clients in a language they understand. This interaction with the clients could be in person, on email, on phone or through software like Zoom, Google Meet, etc
• Translate the investment or retirement plans into a specific product plan
• Implement the product plans and monitor the investment process.
• Once an investment is done, the same needs to be monitored on a regular basis with the performance of the invested asset and goal attainment as the criterion, and a report given to the clients.
• To carry out regular re-balancing of the portfolio as and when required.
• To sort out all the financial issues of the clients.

Prefered Qualifications

• At least Graduation, in a financial core subject.
• QPFP or AFP/CFP having done at least three modules would be desirable. The modules passed should be with good grades.
• MBA and MBA (Finance) would be given a preference. A good academic record is important with a minimum of 60% aggregate in 10th Class, 12th Class, and Graduation – grades attained in school and colleges need to be mentioned in the CV.

Desired Candidate Profile

We’d love to hear from candidates with the following profile:

• Positive attitude. Takes on challenges that are put in front of him/her with the right mentality and positiveness.
• People-first. Ability to provide exceptional, proactive client service. Appreciates the diversity of ideas and excels in a team environment.
• Demonstrates analytical and problem-solving skills with attention to detail.
• Excellent verbal communication skills (Hindi and English) and written communication skills (English).
• Demonstrated ability to manage multiple tasks at the same time.
• Tech Savvy. Comfortable working with MS Word and Excel, analyzing and replying to emails, G-Suite, and other user-friendly software being used by the company.

Additional Details

Working Environment in the company: We believe in an open and informal working environment. There’s a lot of emphasis on continuous learning, and a large number of internal and external knowledge sessions keep taking place in the company. Work-life balance is another important parameter on which we measure our success.

Interested candidates to forward their CVs to Ms. Richa Shaarma (hr@humfauji.in), Sr HR & Admin Executive, Contact number: 011-4081 4681 Extn 224. In case of any urgency, Mrs. Bindu Govila, COO of the company can be contacted on 9999 777 696.

Salary Range

As per industry standards, depending on the caliber and experience of the candidate. The company has statutory benefits like EPF and Gratuity, performance-related variable salary in addition to the fixed component, medical insurance, and other standard perks which can be explained to the candidate at the time of the interview.

How to Apply

hr@humfauji.in