01Overview
Who should apply :
Anyone who wants to build a career in Financial Planning and Wealth Management.
Job Summary:
To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls.
Responsibilities and Duties:
- Client onboarding including KYC, data gathering, documentation and registration
- Assist in preparation of Risk Profile, Investment Policy and Financial Plan
- Setup and attend Client Meetings, Prepare meeting notes and related follow ups
- Investment research, Initiate and track investment transactions
- Monitoring and reporting of client reports, capital gains statement and CAS reconciliation
- Track, follow up, communicate and solve client queries
- Maintain working sheets, checklist and assist in SEBI RIA compliance
- Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction
Qualification:
- Graduate/Postgraduate in any stream
- CFP or Pursuing CFP or NISM XA /XB Certified
Experience:
- 0-2 year with MFD or CFP or Paraplanner for anyone who wants to upgrade their career to Financial Planning and Wealth Management
- Experience of working with NRIs preferred
Key Skills:
- Self starter, passionate to help clients achieve their goals
- MS Excel, MS Word, MS PowerPoint
Other:
- Building a career in Wealth Management requires long term commitment
- Insurance benefit will start after completion of 1 year
Job Types: Full-time, Permanent
Compensation: 20,000.00 - 30,000.00 per month
Advantages:
- Health insurance
- Leave encashment
- Life insurance
- Paid time off
Application Question(s):
- How far do you live from Shyamal Cross Roads (in km)
License/Certification:
- CFP / Pursuing CFP or have passed / pursuing NISM X-A / X-B (required)
Location:
- Ahmedabad, Gujarat (required)
Work Location: In person .
