Financial Adviser Trainee

Full Time
Prabhadevi in Mumbai

Company Name : VSK Financial Consultancy Services Pvt. Ltd.

Company Website :

Job Roles & Responsibilities: :

  • Coordinate with clients for Data gathering and query resolution during the Financial Planning process.
  • Prepare Financial Plans and quarterly reviews under the guidance of the Financial Adviser.
  • Follow up with clients for implementation of advice given in the Financial Plan and subsequent reviews.
  • Ensuring timely implementation of advice by supervising the execution of transactions.

Candidate Profile:

  • Qualification - Post graduate / MBA / Master’s Degree.
  • Professional Certifications like CFP, CWM.
  • Industry certifications like NISM XA, XB.
  • 1-3 years’ experience in Personal Finance or related space
  • Good Communication Skills.
  • An attitude to learn quickly and get things done within strict deadlines.

Candidate Qualities (Must have)

Integrity and Confidentiality: We are in the business of managing money and are also privy to a lot of clients’ personal and confidential information. It is very important that the Adviser understands the sanctity of this relationship and always works to protect it. >/p>

No. of vacancies : Two

Other Details:

  • Office - Prabhadevi, Mumbai
  • Work Timings: Monday to Friday (9.00 AM to 6.00 PM)
  • Line of Business – Financial Advisory (Corporate - RIA)

About Company (VSK):

VSK is established in 1985 and became a SEBI RIA (Registered Investment Adviser) in the year 2014. We have more than 35 years of experience of running a financial advisory practice. VSK has put together a team of competent financial planners who have a focussed approach to financial planning and advisory services. Our team closely works with clients to offer holistic financial solutions

Hiring Manager Details:

[email protected] / [email protected]