PARA PLANNER-INTERN
- Type:
- Full Time
- Location:
- MUMBAI
- Description:
-
Company Name : FASTTRACK FINANCIAL PLANNERS
Number of vacancies : 2 CANDIDATES
Job Profile : The basic duties will range from everything between assisting in client meetings to implementation of plans. Besides that, the job profile includes: Data mining, data collection and data maintenance (including research) Working on various softwares and tools
6 months of training (depending on the competency of the candidate) will be required and only then will he/she be completely involved in financial planning Minimum tenure of internship will be 1 year- Assist with routine administrative work
- Put in reasonable amount of hardwork and dedication
Candidate Profile : We are looking at candidates who can gel well with our team. We are looking for people with right attitudes and a willingness to learn. A few of the must have's are:
- Good communication, analysis and report writing skills
- Ability to conduct research
- Adept at oral and written communication in English
- Well versed with Ms word, Excel and Powerpoint at the very least
- Should have cleared CFP or atleast 3 modules of the CFP Course
- Some exposure to digital marketing will be an added advantage
- Willing to learn and stay with the organisation for atleast a year.
- Most importantly, a person who does not need a lot of hand holding and is willing to put their common sense to good use
Company Profile (add website): Fasttrack Financial Planners offers guided services to its investors through comprehensive and goal based financial planning and also recommending various other products like Mutual Funds, Life & Health Insurance, Fixed Deposits, Demat Accounts/ Direct Equity etc. you can find more about us on www.fasttrackfp.com
How to Apply (email ID, contact details):Interested candidates may email resume on [email protected] with the subject line “Application – Para Planner Intern (Applicant Name)”5 Minutes’ walk from Marine Lines Station, 78, Mulji Jetha CHS Ltd, 185/187 Princess Street, Mumbai – 400 002
- Hiring Manager Details:
-
Neeraj Bahal
M- 9819558001 O- 022 22069631