- Full Time
- Gamdevi-Grant Road West
Brief about Kaydee Capital:
We are financial planners based in Mumbai, helping individual families by providing solutions in the financial planning domain. I, Yash Vijay Pathak am a CFP and a CFA Level III Candidate who started this journey in 2017-2018 and have successfully created a Pan India & across the globe presence of our clientele. We believe in doing business in a very simple way, client Interest first & foremost coupled with holistic financial planning.
We are growing, expanding and building a core team, thus reaching out to get the right fit candidate for Kaydee Capital.
- (A) Shall be assisting me in Sales / Business Development - On the job training will be provided. No targets / No number pressure. Basically, I need the candidate to be highly keen to communicate with people / share our ideas / set up meetings / be creative to reach out to the audience Pan India, with my help and guidance. Shall assist me on actual client meetings / calls / Invest Awareness Programs.
- (B) Data Analysis / Product Analysis - Financial Markets and everything to do with products in the Financial Planning vertical.
- (C) Client Engagement - Be in touch with a few sets of clientele and regularly be in touch with them for their needs.
Number of positions: 1 Candidate
Type of Job: Full time
Company Profile: Financial Planners
Qualification & Education Criteria required : Graduate / Interest in Finance / Pursuing CFP or completed CFP
Salary Range: 2 - 4 Lakh per annum
Company Website: www.kaydeecapital.in
>Any additional crucial information: APPLY ONLY IF INTERESTED IN / OPEN TO LEARN ABOUT SALES & BUSINESS DEVELOPMENT.
- Hiring Manager Details: