Job Title

Associate Financial Planner

Job City

Mumbai

Company Profile

Kindly refer the website www.manekfinancial.com

Job Profile & Responsibilities

• Analyze and assess the clients overall financial situation ,understand their requirements and develop a comprehensive financial plan.
• Provide financial guidance to the client & make recommendations on how to best optimize their money in planned manner to achieve their short term & long term goals.
• Initiate clients meetings, plan presentations and continues interaction with the client in relation to the financial planning process.
• Managing client communications pre and post planning phase & suggesting innovation in planning and work process.
• Monitoring efficiency of the team, highlight deviations and specific constraints for not achieving targets.
• Being able to keep up and learn things quickly in the fast paced environment and efficiently managing regular changing of priorities.
• Accuracy, attention to detail and ability to explain complex information clearly and simply.

Prefered Qualifications

Candidate must be Graduate/Post Graduate in any stream with a penchant for knowledge and CFP Certified.

Desired Candidate Profile

• Candidate must comply with RIA Regulations.
• Has sound financial product knowledge and basic concepts about financial planning and allied financial areas.
• The candidate needs to be proficient in Excel ,computer /Internet.
• Candidate must have Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, documentation Skills, Resolving Conflict, Analyzing Information and Multi-tasking.
• He/she should be able to competently & independently perform all the functions.
• We are looking for the candidates with excellent oral and written communication skill in English.

Additional Details

None

Salary Range

As per the industry standards.

How to Apply

career@manekfinancial.com