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 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

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Salary Range

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

How to Apply

info@finatoz.com, 9845928993