Job Title

Jr. 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 4G internet connection & mobile. • We have started our operations 4 years back and are one of the fastest growing company in this space. • To know more, you can visit us at www.finatoz.com

Job Profile & Responsibilities

• Preparing Review Reports for the customer. We have an in-house tool to create the review report of financial plan. We will provide training for the same.
• Creating rebalancing workings for the portfolio.
• Handling customer support activities like capital gains statement, Mutual Fund statement etc.

Prefered Qualifications

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

Desired Candidate Profile

Mutual Funds, PMS, P2P Lending and other investment products understanding.
Work Experience – Freshers qualifying above criteria are welcome
Education – BBA / B.Com. Good and consistent education track record is mandatory.
Proficiency in Microsoft Excel is mandatory.

Additional Details

Look at this role as a training to become an Advisor within the company based on individual’s performance.

Salary Range

How to Apply

info@finatoz.com