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    • Job Opening

    Financial Planner

    Company
    We are an expert organization with experience of over 15 years in capital markets and a pan India presence across major cities. Our specialized employees are a pack over 100 members.
    We are also the 1st Company in the Country where SEBI has approved and allowed us to operate under the Unified License which allows clients to invest in various financial instruments with single account / margin.
    Description

    • Create & Review Financial Plans over Software
    • Build Relationship with New & Existing Clients
    • Handle Client Issues over Call, Email & Chats
    • Learn, Research & Share Financial Knowledge with the Clients & Superiors
    • Manage & Track Client’s Portfolio
    • Promote Financial Planning through Webinars & Conferences
    • Follow other related task provided by superiors.
    Position
    Financial Planner
    Qualifications
    • 1-4 Years of Financial Planning Experience • Product & Service Knowledge • Software Knowledge • Post Graduate in Finance & Mathematics or CFP or NISM XA or XB, cleared • Preference will be given to local Candidates
    Experience
    1-4 years
    Additional Information
    Interested candidates please mail across your resume on Sanchit@kediacapital.com
    No. of Vacancies
    Remuneration
    No bar for the deserving Candidate
    Location
    Delhi and Bengaluru
    Website
    https://kediacapital.com/
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