Certified Financial Planner
- Type:
- Full Time
- Location:
- MUMBAI
- Description:
-
Company Name : Moneyfrog Financial Service Pvt. Ltd.
About Company : Moneyfrog is a financial planning firm, which provides need based financial solutions to clients. Main product of the company is financial planning software which is available to client on subscription based. Clients are also advised & sold different financial products like Insurance, Mutual Funds, Bonds, Real Estate, Loans, etc.
Number of positions : 3 Candidates
Salary Range : upto 6 Lakhs p.a + Incentives
Working Days : Monday - Saturday
Working Hours : 9 am – 6 pm
Joining Date : Immediate
Key responsibilities & duties :
- Responsible for meeting existing customers, complete their profiling, prepare reports for them and suggest right mix of products for investments.
- Keep updating clients of new product launches and cross sell different products like Insurance/MF/Bonds/ Real Estate/Loans as per clients need.
- Responsible for building AUM and Revenue generation as per the companies benchmark.
- Adding value to client and staying ahead of the competition by structuring and implementing innovative deals.
- Ensuring high quality service to all existing customers.
Minimum Qualifications : Pursuing CFP Certification with at least first three specialist exams cleared / all 4 exams cleared
Work experience : 0 to 1 year
Computer Skills: MS-Office
Hiring Manager Details: Share your CVs on below email with subject "Ref: FPSB India"
- Hiring Manager Details:
-
Mayur Wagheria
8097498547