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

    [email protected]

    M- 9819558001 O- 022 22069631