Plan Ahead Wealth Advisors

Mumbai 18 May 2020

Job Title

Senior Service Advisor

Job City


Company Profile

Four times winner of the Registered Investment Advisor award in 2016,2017 2018 and 2019 by Outlook Money, Plan Ahead, was founded by Vishal Dhawan and Shalini Dhawan in 2003. Today, Plan Ahead is a leading player in the financial planning and wealth management segment. Over sixteen years, the organisation and team have grown significantly. Currently, the team consists of CFPs, Investment Advisors, CFAs, MBAs, etc. The team has over five decades of collective work experience in financial advisory and wealth management.

Job Profile & Responsibilities

Providing  support by handling documentation for various investment products like mutual funds, stocks, FDs, bonds, PMS, & various platform and compliance and kyc paperwork
Client communication via phone and email and management of clients’ servicing requests as per agreed TATs
Management and upkeep of client servicing data and softwares
Portfolio data management and website data updation and maintenance of the portfolio reporting on daily basis
Following systems and processes for business operations as per company SOPs, TATs & SLAs
General office administration
Functioning with various teams, ensuring customer delight by achieving delivery & quality service

Prefered Qualifications

2 to 3 years of relevant work experience in mutual funds/insurance/PMS industry is a must have
NISM V A MF certification and NCFM Capital Markets (Dealer’s Module) certification preferred

Desired Candidate Profile

Must have good grasp of English and good communication skills
Should be skilled in maintaining cordial relationship with clients, ensuring quality and service norms
Work experience in mutual funds / stock broking /insurance/financial services industry preferred
Should be comfortable with numbers and ability to work under pressure
Should be confident about handling HNI clients
Attention to detail and process orientation is important
Strong passion for working in a fast paced and result oriented environment

Additional Details

For queries, please email to

Salary Range

In line with relevant work experience and industry standards

How to Apply