Job Title

Executive - CFP

Job City

Thane, Mumbai

Company Profile

We remain committed to offer the best of our services, skills and expertise to all our valued investors and visitors. Our online venture is up till now another effort at reaching out to you.We are ISO 9001: 2008 certified company and serving since 50 years for more than 2500 families. Steady excellence award winner in various fields of financial services. We are CERTIFIED FINANCIAL PLANNER CM practicing professional financial planning and wealth management to cover various aspects of personal finances which includes: – cash flow management, education planning, retirement planning, investment planning, contingency planning etc. We dedicate time with client and understand their unique financial goals and dreams.

Job Profile & Responsibilities

• Making client presentations as per requirements of business development team. • Coordinate various promotional activities like newsletters. • Understand client’s needs. • Collect all data from client pertaining to financial planning. • Discuss financial goals. • Prepare financial plans accordingly. • Present financial Plans to clients. • Willing to travel for Client Meets. • Collect data from client for drafting of wills. • Co-ordination with lawyers regarding will/estate planning.

Prefered Qualifications

• B.Com
• CFP / RIA

Desired Candidate Profile

• Good Communication (Written & Verbal).

Additional Details

Looking candidate- Near By Thane/Mulund/Kalwa/Dombivali/Navi mumbai location.

Salary Range

Rs. 16,000

How to Apply

veteassociates24@gmail.com