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  • Financial Planner (CFP is must)

    Company
    Winner of the "Maharashtra Best Employer Brand Award-2018".
    The Company has a nationwide network of over 100 offices, serving over 30,000 clients across India.
    GEPL is a member of the BSE, NSE, MCX, NCDEX, CDSL, WDM and Insurance sectors.
    Company believes in nurturing talent and possesses experts from the industry to execute it.
    It provides ample growth opportunities & platform for a healthy work life balance.
    Description

    •           Able to understand client’s requirements needed to draft a detailed financial plan & conduct one on one client meetings

    •           Advising clients on their existing portfolio.

    •           Restructuring the portfolio based on their needs

    •           Reviewing clients’ accounts and planning regularly to determine life changes that would affect financial strategy.

    •           Monitoring market trends.

    •           Writing timely articles & creating podcasts

    Position
    Financial Planner (CFP is must)
    Qualifications
    CFP completed
    Experience
    2+
    Additional Information
    Interested candidates please mail across your resume on (hr@geplcapital.com)
    No. of Vacancies
    1
    Remuneration
    upto 6lpa (depends on the candidature)
    Location
    Mumbai-Colaba