Job Title

Financial Planner

Job City

Mumbai

Company Profile

We are an expert organization with experience of over 15 years in capital markets and a pan India presence across major cities. Our specialized employees are a pack over 100 members.
We are also the 1st Company in the Country where SEBI has approved and allowed us to operate under the Unified License which allows clients to invest in various financial instruments with single account / margin.

Job Profile & Responsibilities

• Create & Review Financial Plans over Software
• Build Relationship with New & Existing Clients
• Handle Client Issues over Call, Email & Chats
• Learn, Research & Share Financial Knowledge with the Clients & Superiors
• Manage & Track Client’s Portfolio
• Promote Financial Planning through Webinars & Conferences
• Follow other related task provided by superiors.

Prefered Qualifications

• 1-4 Years of Financial Planning Experience
• Product & Service Knowledge
• Software Knowledge
• Post Graduate in Finance & Mathematics or CFP or NISM XA or XB, cleared
• Preference will be given to local Candidates

Desired Candidate Profile

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Additional Details

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Salary Range

Upto 4.5 lakhs / p.a.

How to Apply

sanchit@kediacapital.com