Job Title

Associate Financial Advisor

Job City

Bangalore

Company Profile

• Finatoz is India’s 1st Goal based Wealth Management Services company.
• Promoted by IIT & IIM graduates.
• We believe financial advisory space in India is uniquely placed to take advantage of 5G internet connection & mobile.
• FinAtoZ is a 7yr old company with a good work-life balance
• To know more, you can visit us at www.finatoz.com

Job Profile & Responsibilities

• Understanding customer requirement and creation of a comprehensive Financial plan for the customer. We have an in-house tool to create the Financial plan. We will provide training for the same.
• Analysis of customer’s current portfolio and advising him to sell / redeem his bad assets.
• Presenting the financial plan to the customer and helping him understand his financial goals. Create a roadmap for the customer to achieve his financial goals.
• Review and track the financial plan for the customers assigned to you.

Prefered Qualifications

• Postgraduate (MBA, MCom)
• Certifications – Should have completed all the 5 modules of CFP certification (or near completion) or, NISM IA1 & IA2

Desired Candidate Profile

• Desired – Mutual Funds, PMS, P2P Lending and other investment products understanding.
• Work Experience – 2yrs+, Female candidates who have taken a break earlier are most welcome to re-start their professional life with us.
• Education – Post graduate in finance related subject is mandatory
• Proficiency in Microsoft Excel is mandatory.

Additional Details

Candidates should look at this role as a stepping stone to become Financial Advisor within the company.

Salary Range

Not a constraint for a suitable candidate.

How to Apply

info@finatoz.com