M/s. Param Investment

Malad (W), Mumbai 31 Mar 2021 www.paraminvest.in

Job Title

Relationship Manager

Job City

Malad (W), Mumbai

Company Profile

Param Investment has a track record of 16 years, manages wealth for 700 + families, and monitors an asset portfolio of 600+ Crore. Currently we have a team strength of 12 people trained as Wealth Managers, Relationship Managers, and Operations Executives. Our key people are CFP or AMFI qualified

We enable families to optimize their Wealth, visualize and realize their financial goals and protect their Wealth from uncertainties by developing customized Wealth Management Plans.

Param Investment operates a state of the art technology platform that offers online Mutual Fund Investments on NSE, a Mobile App, online Net Worth Management, Document Locker, etc. Our systems track deals, provide due date reminders, real time reports, and periodical analysis to clients.

Job Profile & Responsibilities

Willingness to make a long term career in the Wealth Management
Understanding of Financial Products (Mutual Funds, Bonds, Insurance, etc) & Basic knowledge of Capital Markets.
Working knowlege of preparing Financial Plans
Advanced Excel Skills. Working Knowledge of Word, PowerPoint
Attention to Detail, Team Player, Proactive Learner
Attributes of Integrity, Trust, Confidentiality, Punctuality
Ideally residing between Goregaon & Kandivili

Job Description (Key Responsibility Area):
Understanding & Compiling Client Families Financials & Financial Goals
Preparing detailed Financial Plan covering Investments, Insurance, and Taxation
Executing Actions on the basis of the Financial Plan
Periodical Client Financial Plan Review

Key Performance Indicators:
a. Zero Error
b. Timely Execution
c. Satisfied Client
d. Steep Learning Curve

Prefered Qualifications

Post Graduate in Commerce or equivalent

Desired Candidate Profile

Should have CFP/NISM Level 1 & 2 Investment Advisor certification and NISM V-A MF certification
Relevant work experience of at least 1-2 years

Additional Details

For Contacting Directly, Mobile No. 8691021403

Salary Range

As per Industry Standards

How to Apply