Plan2Prosper OPC Pvt. Ltd.

Thane, Mumbai 2 Jan 2020

Job Title

Senior Financial Planner

Job City

Thane, Mumbai

Company Profile

Plan2Prosper is a 3-year-old  process driven, independent financial planning and wealth management practice handling over 100 HNI client families.
We are expanding client base and geographies.
We are looking for CFP Certificants with 3-4 years experience in broking, banking or financial planning for a role as financial planner to head independent business units and work in Mumbai area.
Learning and growth opportunities will be unlimited.

Job Profile & Responsibilities

1) Explain services to prospective clients
2) Smooth sign on of clients
3) Collect data comprehensively
4) Present financial plan passionately
5) Conduct regular reviews
6) Ensure service deliverables within TAT.
7) Train junior financial planners
8) Ensure client WOW on advice delivery
9) Own the balance sheet and client satisfaction in the business unit

Prefered Qualifications

CFP certificants
Good academic rigour
Fluency in English and Hindi
Willingness to take risks, work hard, go the extra mile and stay committed.

Desired Candidate Profile

Should be ambitious to learn and grow. Should show keenness to interact with prospects and clients. Should follow set processes, willing to train others and take the team along.
Passionate, self aware and committed individuals typically thrive in this role. Having these skills will be a great advantage – Technical financial planning knowledge, Ability to present a concept / idea in clear terms, Team building

Additional Details

Salary Range

Remuneration will be industry standard + attractive profit sharing.

How to Apply