Para Planner-Intern

Type:
Full Time
Location:
MUMBAI
Description:
Company Name : Fasttrack Financial Planners
Job Profile :
  • Being a core financial planning position, the basic duties will range from everything between assisting in client meetings to implementation of plans. Besides that, the job profile includes:
  • Working on various softwares and tools of financial planning
  • Few weeks or 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
  • 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:
  • Cleared atleast 3 subjects
  • 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
  • Some exposure to digital marketing will be an added advantage
  • Willing to learn and stay with the organisation for atleast a year. Bond signoff will be needed
  • 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: 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
Hiring Manager Details:

Neeraj Bahal

[email protected]

022 22069631