RightFocus Investments Pvt. Ltd.

Bangalore 12 Jan 2021 www.finatoz.com

Job Title

Associate Financial Advisor

Job City


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