Person Associated with Investment Advice (PAIA)
- Type:
- Full Time
- Location:
- MUMBAI
- Description:
-
Company Name : GYR Financial Planners Private Limited
Company Website : www.gettingyourich.com
Company Profile (in short) : GYR Financial Planners Pvt. Ltd. is a SEBI Registered Investment Advisors. Our company has been helping Indian families living in and outside of India for over 11 years. We specialize in providing personalized financial planning solutions that help our clients achieve their life goals.
Job Profile & Responsibilities :
- Customize a financial plan for each family
- Implement the financial plan
- Track the investments
- Review the progress
- Nudge the clients
This is a client-facing role & requires working closely with the Principal Officer of the firm.
Desired Candidate Profile : CFP + NISM XA / XB with 2+ years experience in a Financial Planning Firm, Mutual Fund Distributor, Fund House, Bank, Financial Services, Insurance Companies (BFSI).
Self-driven candidates with good communication skills, healthy attitude & strong academics would be preferred.
Salary Range : 6-7 Lacs + Bonus (This may vary based on candidate's profile)
How to Apply (email ID, contact details) : Relevant candidates are requested to send their CVs to hiring manager. Email subject line should be : Applying for job position (Ref: FPSB India)
- Hiring Manager Details: