Job Title

Client Associate

Job City

Bangalore & Chennai

Company Profile

International Money Matters is a SEBI Registered Investment Advisor which currently has a team of 50 spread over its offices in Bangalore, Mumbai, New Delhi, Hyderabad, and Chennai servicing its client base spread across India and the globe. The services offered include wealth management, financial planning, corporate partnerships, financial education, and NRI consulting. IMMPL identifies, prioritizes, outlines, and achieves financial goals through a disciplined, personalized, and research-based approach. IMMPL has various prestigious awards under its belt and was recently awarded the winner of Outlook Money Awards 2019 in the Registered Investment Advisor category. For more information about the company visit: http://www.immpl.com/

Job Profile & Responsibilities

• To support the Client Relationship Manager in identifying client needs and provide them with the right financial planning assistance.
• To interact with various departments within the organization like Research, Insurance, Financial Planning, and Operations to ensure prompt supply of information to client queries.
• To interact and meet existing clients and prospects to achieve revenue targets.
• Informing clients on various discussions on Portfolio reviews, SIPs, etc
• Help in managing Portfolios which include Shares, PMS, Mutual Funds, Insurance, etc.
• To Support the Client relationship manager in managing client portfolios which include products like insurance, Mutual funds, fixed income, etc.

Prefered Qualifications

Graduate (AFP / CFP preferred)

Desired Candidate Profile

•  Good Oral and Written Communication Skills.
• Experience in investment advisory within the financial service arena.
• Expert in MS Office – Word/Excel/PowerPoint

Additional Details

Looking for Candidate with 3+ years of work experience in Financial Sector with Positive approach and good in Excel.

Salary Range

As Per Industry Standards

How to Apply

hr@immpl.com