Job Title

Certified Financial Planner

Job City

Bengaluru

Company Profile

Inspire India Financial Solutions Pvt. Ltd. is one of the leading private sectors in financial services. The firm was founded on 18th October 2007 by Mr. Sharan C Patil & Mr. Balakrishnan V. Now the company is managing a client base of 5000+ happy investors. We are certified Wealth Managers, Mutual Fund, and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India).

Inspire India Financial Solutions Pvt. Ltd. offers thoroughly researched and customized financial solutions for individual investors. We cater to the various innovative and specialized financial advisory services like Comprehensive Financial Planning, Wealth Management, Family Need Analysis, Portfolio Management, and Advanced sessions on Stock market trading and investment.

Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a well-planned financially-secure life.

Job Profile & Responsibilities

• Contacting clients and setting up meetings
• Conducting in-depth reviews of client’s financial circumstances, current provision, and future aims
• Analyzing information and preparing plans best suited to individual clients’ requirements
• Completing risk analysis
• Researching the marketplace and providing clients with information on new and existing products and services
• Designing financial strategies
• Assisting clients to make informed decisions
• Researching information from various sources, including providers of financial products
• Reviewing and responding to clients’ changing needs and financial circumstances
• Keeping up to date with financial products and legislation
• Producing financial reports
• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided, and also the advised products.

Prefered Qualifications

Graduates, with CFP or QPFP certification

Desired Candidate Profile

1-2 years of industry experience

Additional Details

• The job profile requires regular interaction with clients. Hence good communication skill is highly preferred
• Candidates with good spoken and written English along with Kannada (spoken) would be preferred
• Good exposure to MS-Office especially MS-Excel would be excellent

Salary Range

3 - 3.6 lakh p.a.

How to Apply

info@inspireindiafs.com