Financial Planner (CSM & Research)

Full Time
Jaipur/ Kalyan/ Delhi/ Surat/ Chennai/ Bangalore/ Thane

Company Name : Kedia Capital Services

About Us : Kedia Capital Services established in year 2003 as a Commodity Broker which later on turned into the India's 1st Unified Licensed Stock Broker by SEBI. And In the year 2020, with SEBI RIA licensed approval entered into the Wealth Management Industry with expanded offerings into Stocks, MF, AIF, PMS, Financial Planning & other Wealth Products to individuals & Corporates. With the vision to become India's leading Wealth Management Solution provider, we are expanding to various states in India. Thus, we are looking for talent professional who are passionate to build career in the Wealth Management Industry.

No. of Vacancies : 6

Qualification : Graduate/PG/MBA + CFP/CWM/NISM, XA & XB/ Other relevant Certifications

Experience : 1 - 3 Years

Job Roles & Responsibilites :

  • Make & Share Health Check up Reports of Prospect
  • Research existing clients Mutual Funds, Equities & Other wealth Product Portfolios
  • Suggest appropriate Solutions
  • Create & Present Financial Plans to Clients with team
  • Understand & Follow Regulatory Compliance
  • Create Wealth Management Research Reports & Articles
  • Coordinate with superiors for other related task & Activities
  • What are we looking for?

  • Certified Financial Planner/CFP/CWM/Investment Advisor, Experienced or Fresher
  • Proficient in Excel & Data Analytics or related tools like Power Bi/Tableau, or Python
  • Very Communication & Writing Skills in Hindi & English
  • Creative Mindset with a Zeal to Learn Attitude
  • Salary : No Bar for Deserving Applicant

    Hiring Manager Details:

    Sanchit Taksali

    [email protected]