Job Title

Para Planner

Job City

Navi Mumbai

Company Profile

Right Value Wealth Advisory Services – “Creating Wealth through Wisdom” has been in the field of Goal-Based Planning and Wealth Management for the last 18 years and hence brings with it a rich and diverse experience and knowledge that suits our client’s requirements. We provide tailor-made professional advice and dedicated client service with financial solutions to meet your specific needs. We strongly believe that there is no substitute for the personal touch in personal finance matters. It was established in 2004 by Mr. Vinay Singh and has completed 18 years.

Job Profile & Responsibilities

• Interacting with clients to determine their expenses, income, insurance coverage, financial objectives, goals, or other information needed to develop a Goal-Based plan.
• Coordination with clients and internal team members with respect to the implementation of plans. Aid in queries related to the plans and investment solutions.
• Prepare and present detailed customized Investment reports
• Reviewing and making necessary changes in the investment strategy
• Helping clients in Financial Plan Implementation and investing in Products like Mutual funds, Insurance, etc.
• Managing Investments and advisory Software. Integrating client information into the reporting software.
• Be up-to-date with Equity and Debt markets by going through investment reports/concalls Product Selection
• Research of various products using our process and research software. “

Prefered Qualifications

• Graduate/Postgraduate in commerce with CFP/QPFP
• Sound Knowledge of Mutual Fund, Insurance, etc.

Desired Candidate Profile

• Good written & oral communication Skills
• Good working knowledge of Excel, Word, and PPT.

Additional Details

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Salary Range

In line with Industry Standards

How to Apply

valuevinay@gmail.com or vinaysingh_2000@yahoo.com