More than a decade of experience into Investment Advisory & Financial Planning , an organisation culture which thrives preserving the values we carry for more than a decade. Registered Investment Adviser - Company Category under SEBI Investment Adviser Regulations 2013 , since December 2013 . Widely recognized by ET Wealth , Business Standard , Economic Times , Mint , Outlook Money
Preparing & Facilitating the entire Financial Planning Process , should be confident to interact with clients , collect data , analyse , generate financial plans on the software , conduct research and Investment analysis , On-going Investment Advice , Play Advisory role during Client meetings & create a wow effect & generate great feedback , Resolving Client Queries & Providing On-going Guidelines , Troubleshoot situations & ability to anticipate problem areas as you gain experience
Associate - Financial Advisor ( Financial Planning Specialist)
Prior Relevant Experience : Min 3 Years as an Individual Contributor in Similar capacity , Financial Planning Software Usage is must , CFP Certification ( Mandatory) , Post Graduate in Financial Domain is an added advantage . Team Management Experience will be commensurate as per industry standards .
Minimum 3 years
Current CTC and Expected CTC to be mentioned in the application accompanied with your CV including details of your current role , education qualification with % and grades for Xth , XIIth , Graduation , CFP Certification Grade for each paper . Additonal Certifications . Covering letter for the Role applied and what is interesting in the stated role you are applying for vis a vis the current role you perform . We are an equal opportunity organisation , and selection is purely on merits .
Rs. 3.60 lacs - Rs. 5.25 lacs ( Compensation range basis Candidiate profile )
Email : firstname.lastname@example.org
Mumbai , Mahim West