Certified Financial Planner – Freshers
- Type:
- Full Time
- Location:
- Mumbai - Nariman Point Location
- Description:
-
Organization Name: Sapient Wealth Advisors & Brokers Pvt Ltd
Organization Website : www.sapientwealth.in
Other Details:
Total Exp : CFP Fresher or upto 2 years of experience into Financial planning and advisory role.
CTC Budget : CFP Freshers All Levels Cleared – Upro Rs. 6.00 Lakhs
Number of openings : 2
Key Responsibilities :
- Support the CEO and Director on the entire customer lifecycle, from onboarding to enabling business success for customers. Regularly interact with clients and have a relentless client focus
- Assist in driving retention and growth among clients by understanding their needs and helping them plan for the same. Collaborate with research team to assist the CEO and Director of the company to prepare plans best suited for the client, showcase them Sapient’ s portfolio management approach.
- Ensure that KYC and other compliance norms are strictly adhered to
- Apply strong analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources/softwares for portfolio analysis/review
Person Specifications :
- Excellent written and verbal communication skills and strong command over the English language.
- Knowledge of financial products and markets would be an added advantage.
- Proactiveness and ability to take ownership of tasks and projects.
- Ability to work collaboratively in a team environment and establish positive relationships with colleagues and clients. Experience in building and maintaining relationships.
- Strong attention to detail and organizational skills to manage multiple tasks and priorities effectively.
- CFP and NISM 5A Certified
Interested candidates, please share your resume on below email id with email subject – “Ref: FPSB India”
- Hiring Manager Details:
-
Seema Nayak