Associate Financial Planner
- Type:
- Work from Home
- Location:
- Description:
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: https://forms.gle/Vgo5v7j9uWvHDZUt8
- Hiring Manager Details: