RightFocus Investments Pvt. Ltd. - Network FP

RightFocus Investments Pvt. Ltd.

Bangalore 6 May 2022 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 the financial advisory space in India is uniquely placed to take advantage of 4G internet connection & mobile.
  • We started our operations 8 years back and are one of the fastest-growing companies in this space.
  • To know more, you can visit us at www.finatoz.com

Job Profile & Responsibilities

  • Understanding customer requirements and creating 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 the 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.
  • Training the sales team on the basics of financial planning.

Prefered Qualifications

  • Mandatory – Candidate should have completed all the 5 modules of CFP certification or, NISM IA L1 and L2 or, CWM.
  • QPFP Certificant or candidate pursuing QPFP would be an added advantage
  • Work Experience – 1 to 4 years. Freshers who have completed the CFP or QPFP certification and have the zeal to prove themselves are also welcome.
  • Education – MBA-Finance / Post graduation in Finance. A good and consistent education track record is mandatory.

Desired Candidate Profile

  • Proficiency in Microsoft Excel will be an added advantage.

Additional Details

Salary Range

Expected Salary Range - 4 Lacs to 6 Lacs per annum depending on the experience.

How to Apply

info@finatoz.com, 9845928993