Company
Circle Wealth Advisors Private Limited
Description
- Creating Financial plans for clients
- Co-ordinating with clients for data gathering, documentation and resource enabling the creation of financial plan
- Meeting clients with respect to their queries and during the course of planning
- Advising the clients on products available in choosing the right ones for their needs
- Conducting review meetings and taking follow-up actions
- Creating client presentations
- Helping clients in tax planning
- There will be NO sales targets.
Position
Financial Planner
Qualifications
A post graduate with CFP/CFA/CA/NISM XA and XB with an understanding of investment procuts and taxation
Experience
Minimum 7 years
Additional Information
Minimum 7 years overall experience in financial services industry with at least 4 years of experience in making financial plans, either on excel or any proprietary software.
Interested candidates please mail across your resume on mukul@cwa.co.in
Remuneration
CTC of INR 5L-INR 7L p.a. + incentive
Location
BKC, Mumbai- on site
