Para-Planner (Female only)

Full Time

Company Name : Iceberg Investments (Proprietorship)

Company Website : No Website. Not planning to have any Website in future. You may check the LinkedIn profile of Proprietor Sujit Shah

Company Profile : At Iceberg, we have been servicing our clients for Mutual Funds and Insurance requirements. We improve people’s financial life. We help people become wealthier by investing their money in the best investment products and secure them from any financial loss due to untoward events through adequate insurance.

Currently we are managing wealth of 300 families all over Mumbai and a few are from outside India as well. Once a family becomes our client, we manage their entire investment portfolio. The work involves managing client's investment and insurance requirements and tracking all their investments. We do yearly review of the investment portfolio and insurance requirements. Every year, their financial goals are reviewed and the investment is aligned to achieve each of their planned financial goal.

Our Mission: Cater to 1,000 families in next 10 years and make at least 200 families Crorepatis by the year 2035.

For this, we require a team of 6 to 7 young and passionate personnel whose mission is aligned with that of the company’s mission. We are looking for person who are ready to learn and work to help these 1,000 families. We are looking for dedicated people, who want to stay with the company for a long duration and are not here for a stop gap arrangement. The employee benefits increase with the number of years being in service with the company.

Job Location : Andheri (East), Mumbai. 6 minutes walk from Railway Station and Metro

No. of vacancies : One currently

Job profile & responsibilities :
  • Conducting meetings with new clients (physical at client’s place and/or virtual) and understanding their complete requirement.
  • Understanding client’s risk profile and recommend products.
  • Maintaining client’s confidential data in Excel sheet.
  • Help client to prepare annual Budget of their Cash Flow
  • Providing guidance to clients on optimising their tax outgo.
  • Analysing client’s existing Investments and Insurances and recommending better ones.
  • Suggesting Investments as per Client’s medium term and long term goals
  • Explaining client pros and cons of various investment and insurance products.
  • Implementing clients Financial Plans.
  • Executing and maintaining transactions through online platforms.
  • Monitoring and tracking client’s financial goals and recommending changes based on tactical analysis.
  • Study various mutual funds and compare their performances
  • Analysing performance of clients MF portfolio and suggesting alternative mutual funds
  • Annual review meetings with clients (physical as well as virtual)
  • Preparing and maintaining minutes of client’s meeting

There is no sales related work. The work is 100% desk work and is within the office itself. Travelling is limited to client’s place only.

Academic Qualification :

  • Graduate in finance field and also CFP Certification both are a must for this position.
  • Good mathematical ability is a must.
  • Candidates who have studied in English medium throughout and fluency in English is a must.
  • Additional Qualifications:

  • AMFI Certification for MF Distributor/MF Advisor is must
  • Proficiency in spoken and written English is must
  • Neat hand writing is required
  • Experience in filling up application forms manually is preferred
  • Work experience of ONLINE transaction is added advantage
  • Advanced knowledge of MS Excel with all formatting techniques and use of Pivot table and various formulae and functions is added advantage
  • Good knowledge of MS Word and formatting techniques
  • Should be able to draft emails to clients in response to their queries
  • Knowledge of filling up forms of PAN Card, Mutual Fund or Insurance is preferred.
  • Desired years of prior work experience : 2 Years

    Salary Range (if any) : Salary is no bar for the right candidate and will be the best in the industry. Range would be 18K to 25K

    Any other information : We give importance to proper work life balance. Efficient work practices. Our HR Policies are similar to that of any good corporate.

    Hiring Manager Details:

    [email protected]

    WhatsApp Number:- 9819222520