Financial Planner trainee

Full Time
Malad - Mumbai

Company Name : FinIntent Investment Adviser

Company Website :

Company Profile : A Fee only SEBI registered Investment Advisory firm

No. of vacancies : 1

Job profile & responsibilities :

  • Co-ordinating with the clients for data gathering, documentation and assisting the primary planner on creation of financial plan.
  • Scheduling quarterly plan reviews with clients and preparing required reports.
  • Being client focused and ensuring delivery of VALUE to the clients.
  • Managing client relationships. (no sales or client acquisition)
  • Preferred qualification/s (Education, Certifications, etc) :

  • Pursuing CFP with minimum 2 exams cleared
  • Excellent skills on advanced Microsoft excel
  • Conversant with general financial concepts
  • Good communication skills
  • Desired years of prior work experience : 0 to 2 years

    Salary Range (if any) : Rs.1.8 lacs to Rs.2.4 lacs

    Hiring Manager Details:

    [email protected]