01Overview
Who should apply :
Anyone who wants to build a career in Investment Advisory, Financial Planning or Wealth Management should apply.
Anyone interested in Equity or Derivatives research or Trading should NOT apply.
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 preferred)
- NISM VA requried and NISM XA /XB Certified preferred
Experience:
- Minumum 6+ months of experience as intern or employee with MFD or AMC or KRA or Financial Planner or Investment Adviser
- 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, Fresher Compensation: 15,000.00 - 25,000.00 per month
Benefits
- 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 or are you Pursuing CFP (Preferred)
- NISM V-A (MFD) or X-A (IA-L1) or X-B (IA-L2) exam passed (Required)
Location:
- Ahmedabad, Gujarat (Required)
Work Location: In person .
