Sujata Kabraji & Associates

Mumbai / Pune 10 May 2021

Job Title

Para Planner

Job City

Mumbai / Pune

Company Profile

Sujata Kabraji & Associates is a boutique practice that has been in existence since 2006. Working very closely with self-employed professionals with a special focus on women, we are a very customer-centric practice. We value integrity, team spirit, hard work, and initiative.

Job Profile & Responsibilities

  • Responsible for understanding, creating, and monitoring the financial goals of clients. The profile includes working hands-on with the back office team and existing paraplanners.
  • Ability to work harmoniously with team members. Comfortable with intricate financial calculations and advanced Excel, Word, and Powerpoint. Good command over written & spoken English is essential. Awareness of personal taxation. Knowledge of Corel draw, Canva would be useful
  • Meticulous attention to detail. Positive attitude. Initiative to improve and innovate. Soft-spoken. Candidates who are well-read, aware of the domestic and international economic and current affairs, and are interested in having a positive impact on the financial lives of individuals and families.

Prefered Qualifications

Qualification:  Graduate in a financial discipline + AMFI qualification+ CFP. Additional qualifications in any financial discipline would be welcome.

Desired Candidate Profile

Experience: 1-3 years experience in a financial planning firm having made financial plans and investment portfolios himself/herself. Outstanding command over the English language. Passionate about technology/social media/research/insurance. Anyone with knowledge of Macros and other advanced Excel functions.

Additional Details

Currently will be work from home but must be prepared to work from the office. Your location must be either Mumbai ( western suburbs ) or Pune ( Aundh area). Open to part-time experienced para-planners especially women who want to get back to the working world.

Salary Range

Will match industry standards.

How to Apply