Job Title

Associate Financial Planner

Job City

Mumbai

Company Profile

Smart Solutions is a Financial Planning and Wealth Management Consultancy and has been in advisory since 2012. Our focus is create Comprehensive Financial Plans for clients and also undertake Portfolio Management based on asset allocation

Job Profile & Responsibilities

1) Client Data Management (New Clients)
2) Regular reviewing of Clients portfolio (Old Clients)
3) Preparing for Review meetings
4) Correspondence with clients for any service related queries
5) Generating Reports

Prefered Qualifications

B.Com
CFP / AFP

Desired Candidate Profile

Knowledge of Computers i.e. Excel, Word
Preference would be given to candidate having worked in Mutual Fund or Insurance Industry

Additional Details

Only Male Candidates can apply. Freshers also may apply.
Preference will be given to candidate staying in Central Suburbs. (Thane, Mulund, Bhandup, Vikhroli)

Salary Range

2.25 Lakhs - 2.75 Lakhs p.a.

How to Apply

sashin@smartsolutionsfp.com Or Call 982079155