Job Title

Financial Planner

Job City

Chennai

Company Profile

ithought is a SEBI registered Investment Advisory firm ideated by Mr. Shyam Sekhar. He has accumulated a wealth of experience as an investor over two decades. Our core competency lies in Financial Planning and Wealth Creation. Our priority is to create plans consistent with your needs and to implement them sincerely over a long period of time.

Job Profile & Responsibilities

We are looking to hire a financial planner who has passion & zeal for making a mark in the financial planning & investment advisory industry. You would be working as part of a young & dynamic team of certified planners, Chartered accountants & MBAs. We are looking for a team player who would work well in a dynamic work environment and would be ready to take up a challenge and go beyond the typical role. Opportunity is in abundance.

Day to day responsibilities :

• Writing planning reports, updating & checking the plans
• Speaking with prospects & interacting with the clients
• Tracking investments and goals of clients, & understanding their needs
• Helping clients with the execution of their financial plan
• Contributing content for social media posts + blogs
• Working closely with other professionals, teams, and departments like Product Managers, Back Office, Relationship Managers, etc.
  7. Maintaining records, trackers, CRM, etc as & when required

Must-haves:

• Knowledge about personal finance & investment advisory space
• Excellent oral & written communication in the English Language
• Eagerness to learn & adapt to a new environment
• Accept challenges & think out of the box
• Self-starter
• MS Office proficiency
• Prior understanding of financial products like insurance, mutual funds, shares, etc are a bonus

Prefered Qualifications

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Desired Candidate Profile

Fresher / 1-2 experience.

Additional Details

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Salary Range

Based on candidate profile.

How to Apply

plan@ithought.co.in