Financial Planners

Type:

Full Time

Location:

Gamdevi-Grant Road West

Description:

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.

Job Description:

(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:

[email protected]

+91 9920405034