Job Title

Financial Coach

Job City

Mumbai

Company Profile

This position is open with Kandivali, Mumbai based Financial Planning and Wealth management firm PLANTRICH & VAMA PLANTRICH LLP. Been into the business for over a decade now, laying its strong foundation for the next leap. On a mission to improve people’s financial health with a vision to be one of the most admired financial planning and wealth management firm. We expect all employees to take ownership and complete responsibility for their roles.

Job Profile & Responsibilities

The Candidate will be engaged in providing solution for Mutual funds, Insurance and other financial instruments to its clients. The Role involves Sales & client handling. Wealth Management, Investment, Mutual Fund, Insurance, Market research, Market analysis, Recruit and solicit clients, Assess clients’ needs and goals. Keep a track of clients financial planning their Goal linkages, Asset Maturities & inform client about right investment opportunities for them from time to time and review the portfolios twice a year. Recommend strategies, Execute strategies, Monitor accounts, Identify new opportunities. Managing HNI and retail clients.

Prefered Qualifications

Should be a CFP or an MBA in finance.

Desired Candidate Profile

1. Knowledge and experience in investments and should be genuinely interested in Finance with thorough understanding of investment and tax related financal laws.
2. Ability to take ownership of implementation of investment strategies and solve day to day portfolio issues with low key turnaround time.
3. Analytical skills, high aptitude for numbers
4.  Broad range of technical computer skills, such as Excel, Word, PowerPoint
5. Written and verbal communication skills.

Additional Details

Salary Range

2,80,000 - 4,20,000 (plus incentives) Depending on experience

How to Apply

services@plantrich.in