Job Title

Certified Financial Planner

Job City

Malad West, Mumbai

Company Profile

“With a legacy of 18 years, Param Investopedia offers the complete suite of Conventional & Alternative Investment & Insurance Products to meet the customized needs of families in their endeavor to protect and grow their wealth to meet their financial goals. Param Investopedia ranks amongst the top 1% Mutual Fund Distributors in India out of a total universe of more than 1.10 lakh registered Mutual Fund Distributors.

Through a unique combination of customization, research, service excellence, and technology we manage the personal finances of 800+ families with a near 100% client retention rate.”

Job Profile & Responsibilities

Eligibility:

• Willingness to make a long term career in the Wealth Management
• Understanding of Mutual Funds, Fixed Income Products, Life & General Insurance
• Above Average Spoken & Written English Advanced Excel Skills. Working Knowledge of Word, PowerPoint
• Team Player, Peoples Person
• Customer Focus, Good Listener, Attention to Detail, Integrity, Trust, Proactive learnerJob Description (Key Responsibility Area):
• Understanding & Compiling Client Families 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

Prefered Qualifications

• Post Graduate in Commerce or equivalent
• Should have CFP, QPFP/NISM Level 1 & 2 Investment Advisor certification and NISM V-A MF certification
  Relevant work experience of at least 1-2 years

Desired Candidate Profile

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Additional Details

Preferably residing between Andheri and Dahisar

Salary Range

As per Industry Standards

How to Apply

Email id - nikhilb@paraminvest.in Mobile No. 8591137800