Para Planner

Full Time

Company Name : The Money Mart

Company Website :

Company Profile : The Money Mart is into distribution of all investment and insurance products and incidental financial advisory. The company was formed in 2011 by Mrs. Binoli Dodhiwala Jain and Mr. Kushal Pravin Shah and they both have together 25 years of experience in the financial markets.

Job Profile & Responsibilities:
  • Coordinating new client onboarding process with back office team
  • Contacting clients and setting up new and review meetings
  • Data gathering and Financial plan creation as per process
  • Monitor, Review and track the Investment plan of all the allocated clients
  • Aid in queries linked to clients financial plan and/or portfolio recommendations
  • Maintenance of planning and review calendars
  • Providing clients with information on new and existing products and schemes
  • Record and Send Minutes of the Meeting Report to all the Clients after each Meeting
  • Website content and social media content maintenance with planner insights
Preferred Qualifications: CFP/ NISM X-A/ X-B / Bachelors or Post Graduate Degree in Finance

Past Experience: Freshers can apply

Desired Candidate Profile :
  • Analytical ability
  • Excellent written and oral communication skills
  • Comfortable with numbers
  • Willingness to attend meetings inside and/or outside office for client/other meetings, whenever needed
  • Comfortable with quick turnarounds and deadlines
  • Sound planning and product knowledge
  • Knowledge about social media platforms like Facebook, Twitter, Instagram, LinkedIn will be a strong advantage Things to be considered
  • We have a small team so there is no hierarchy here
  • Encourage people to come with ideas, suggestions and feedback that adds to the growth and efficiency of the company
  • Treat it as your business and participate in the growth of our firm
Work Timings: Mon – Fri: 9:30 am to 5:30pm Sat – Alternate (flexible timings) Work from home – Possible as and when needed

Salary Range: Commensurate with industry standards
Hiring Manager Details:

[email protected]