Certified Financial Planner

Full Time

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:

Sharon D’silva

[email protected]