Associate Financial Planner

Work from Home

Company Name : 7Prosper

No. of vacancies : 2

Job Description

  • Deep understanding of financial planning, investments, insurance, loans, and personal finance in general.
  • Excellent with numbers and calculations.
  • Proficiency in using MS Excel.
  • Responsiveness
  • Attention to detail.
  • Excellent written and verbal communication skills as you will be dealing with clients over calls and emails on a day to day basis
  • Empathetic nature because financial planning is just not about numbers, it's about understanding varied situations of your clients and then crafting a plan based on their individual situations.
  • NISM Certifications on Investment Advisory or Mutual Fund or Portfolio Management (this can be completed before joining also)

Qualification : Post graduate

Eligibility: CFP professionals / CFP all modules cleared

Experience requirement: 2+ years

Salary Expectation : 8 Lacs

Relevant candidates are requested to send their CVs to hiring manager. Email subject line should be : Applying for job position (Ref: FPSB India)

Applicants should submit the following form to apply:

Hiring Manager Details:

[email protected]