Associate Financial Planner/Financial Planner

Academic Qualifications Required: At least Graduation, in a core financial subject. MBA/PGDM and MBA/PGDM (Finance) would be given a preference. A good academic record is important with minimum 60% aggregate in 10th Class, 12th Class and Graduation percentage marks or grades attained in school and colleges need to be mentioned in the CV. Professional Qualifications Desired: Completed or pursuing (done at least one module) CFP (Certified Financial Planner), NISM X-A or X-B certifications would be considered a big positive.

Role & responsibilities:

• To make short investment and retirement goal plans and explain the same to the clients in a language they understand. This interaction with the clients could be in person, on email, on phone or through video software like Zoom, Google Meet, etc.
• Translate the investment or retirement plans into specific product plan • Implement the product plans and monitor the investment process.
• Once investment is done, the same needs to be monitored on a regular basis with performance of the invested asset and goal attainment as the criterion, and a report given to the client.
• To carry out regular re-balancing of the portfolio as and when required. • To sort out all the financial issues of the clients.

Preferred candidate profile

Wed love to hear from candidates with the following profile:

• Positive attitude. Takes on challenges that are put in front of him/her with the right mentality and positiveness.
• People-first. Ability to provide exceptional, proactive client service. Appreciates diversity of ideas and excels in a team environment.
• Demonstrates analytical and problem-solving skills with attention to details.
• Excellent verbal communication skills (Hindi and English) and written communication skills (English).
• Demonstrated ability to manage multiple tasks at the same time.
• Tech Savvy. Comfortable working with MS Word and Excel, analysing and replying to mails, G-Suite and other user-friendly software being used by the company. Were incorporating AI (Artificial Intelligence) into our working and familiarity of a candidate with that will be useful.

Perks:

Performance-based variable salary up to 20% of the fixed salary which comes in after completion of Probation (6 months).

Group health insurance cover funded by the company after probation. After One-year, additional NPS contribution by the company of 10.5% of fixed salary in addition to the yearly increment, and Group Life Insurance cover.

Financial subsidy for professional courses and certifications; Loyalty bonus after 3, 5 and 8 years in the company;