Financial Planner

Type:
Full Time
Location:
MUMBAI
Description:
Company: Kairos Capital Private Limited
Position: Financial Planner
Description: We are looking for a Financial Planner to help our clients manage their finances. You will be responsible for analyzing a clients’ financial status (cash flows, assets and liabilities), creating and executing financial plans and the ongoing review and monitoring of plans for clients assigned to you.
Our firm is a fee-only Registered Investment Advisor and therefore this is a true advisory-only position with no sales involved. Financial Planner candidates would be eased into the advisory role immediately.
What you will do:
  • Gather client financial and non-financial data
  • Create scenario analysis and case studies specific to client needs
  • Prepare customized financial plans and map financial goals to pre-specified model portfolios
  • Coordinate with operations for onboarding of clients, compliance and for execution of investment advice
  • Regularly monitor, evaluate and update client financial plans
  • Update and track all client related activities in CRM system for compliance purposes
Minimum Qualifications:
  • We need candidates who are in compliance with RIA regulation:
  • - Post-graduate degree or post graduate diploma (minimum two years in duration) in any of the following fields: finance, accountancy, business management, commerce, economics, capital market, banking, insurance or actuarial science from a university or an institution recognized by the Central Government or any State Government
    - It is a benefit if you have cleared NISM XA and XB tests – if you have not, you will be asked to do so for compliance with regulations
  • Certified Financial Planner (CFP) through regular pathway is preferred:
  • Candidates less than 35 years of age are preferred
Skills required:
  • Strong ethics and integrity
  • Ability to handle client interactions with positivity, empathy and a calm demeanor
  • Excellent written and verbal communication skills in English.
  • Proficiency in MS Office (Outlook, Word, Excel and PowerPoint) is required
  • Ability to pick up and adapt to new digital tools quickly
  • Candidate must be comfortable with client interaction via video-calls (Zoom or Google Meet)
Salary: Will be decided on case to case basis depending on the experience and qualification
Company profile: Kairos Capital Private Limited is a SEBI Registered Investment Advisor. We are a young, dynamic company and encourage people to come with ideas, suggestions and feedback. We offer multiple opportunities for career development and progression within the firm.
Website: kairoscapital.co.in (new website will be launching soon)
Interested candidates should submit their resumes to
[email protected]
Hiring Manager Details:

[email protected]