Company Name : The Money Mart
Company Website : www.themoneymart.in 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