Financial Planner

Full Time
Mumbai - Prabhadevi (MO Head office)

Company Name : Motilal Oswal Private Wealth

Company Profile : Financial Services

Qualification & Education Criteria required : Graduation + CFA or CFP completed or in last year pursuing. Open to can look at candidates with experience in portfolio management.

Salary range : upto 4 - 6 lakhs only

No. of Vacancies : 6 to 8

Company Website :

Job Description :
  • Understand requirements from sales team, and prepare financial plans, portfolio reviews, investment proposals in line with requirements (risk profile, investment horizon, return expectations etc.)
  • Comprehensive understanding of investment products and solutions offered to investors (Mutual Funds, PMS, AIFs, Structured Products etc.)
  • Showcase investment insights in deciphering information better to investors
  • Assist sales team in client meetings, if required
  • Proactively engage with sales team for product and advisory calls from time to time
  • Advanced excel skills is a pre-requisite & Power point skills

Salary can be discussed basis candidates overall experience

Hiring Manager Details:

Vidhisha Umrakia

[email protected]

Direct: 9372787728 Mobile: 9372787728