Viral Kothari

Mumbai (Western Suburb) 16 Sep 2021

Job Title

Financial Planner / Para Planner

Job City

Mumbai (Western Suburb)

Company Profile

We are in the Mutual Fund Distribution Business for 20 years with a motto as Client First by transparent dealing with clients, focusing on client’s interests and their Life goals in order to Craft Financial Peace in their lives.

Job Profile & Responsibilities

  • Responsible for understanding, gathering data , creating, executing, and monitoring the financial goals of clients
  • Preparing & Updating Plan for the Clients
  • Preparing recommendations for the client based on various goals.
  • 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

Prefered Qualifications

Graduation in any discipline with CFP /CWM and NISM Mutual Fund Exams

Desired Candidate Profile

A candidate who thrives to update themselves regularly with the latest developments in the industry and technology. Should possess good oral and written communication skills in English. Passionate to make a career in personal finance.

Additional Details

Salary Range

As per industry standards

How to Apply