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Careers - Certified Financial Planners in Mumbai | CFP in Mumbai
Careers

Sr Financial Planners

Job Department : Wealth Management Location : Andheri, Mumbai Posted Date : 27-07-2018

  • Experience: 2 Years minimum
  • Salary: Up to 12 lakh (plus attractive incentives and quarterly bonuses.)
  • Job Specific Knowledge & Skills
    • Candidate must have hands on experience and knowledge of financial advisory and wealth management (Minimum 2 years).
    • Should have thorough knowledge of equity markets, debt market, economic outlook and various wealth products.
    • Should possess excellent communication and interpersonal skills.
    • Should have analytical approach to advice clients.
    • Should be tech savvy to use tools for related functionalities.
    • Should possess exceptional organizational skills.
  • Job Description
    • Acquisition of elite class, UHNI customers via seminars, webinars and corporate tie-ups.
    • Research and analysis on current portfolios and prepare review strategy and plan for existing clients.
    • Analysis and create indepth Financial Plan and cash flows on the basis of client’s goals, risk appetite, time horizon etc. and increase Financial planning penetration in existing as well as new clients.
    • Manage business budgets, client acquisition and customer satisfaction.
    • Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, and Investment Planning, Estate Planning and other incidental and allied services.

Relationship Manager

Job Department : Wealth Management Location : Andheri, Mumbai Posted Date : 27-07-2018

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

  • Experience: 2 years minimum
  • Salary: Upto 20lacs pa
  • Job Specific Knowledge & Skills
    • Relationship Managers with prior experience working in a Private bank/wealth management set up is must.(2 years minimum)
    • Handle and manage clients for all sorts of investment needs.
    • Experience of advising clients across asset classes.
    • Strong analytical skills and ability to work in teams.
    • Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)
  • Job Description
    • The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
    • Maintaining client relationships and generate AUM from preferred clients.
    • Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
    • Track the Affluent & Super Affluent Client segment in the market for new client acquisition
    • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
    • To conduct and assist in organizing seminars, workshops and other business development activities
    • Compensation - Competitive package along with attractive incentives and quarterly bonuses! Earning Potential upto 20lacs pa

Senior Wealth Advisors

Job Department : Wealth Management Location : Andheri, Mumbai Posted Date : 27-07-2018

The wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the company.

  • Experience: -
  • Salary: Upto 20lacs pa
  • Job Specific Knowledge & Skills
    • Candidate with experience with at least ONE of the following should only apply:- Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, Wealth Management with product experience in Mutual Fund, Insurance, Fixed Deposits, SIP, Fixed Income, Life Insurance, General Insurance, PMS.
  • Job Description
    • Conducting 360-degree Financial Assessment, Wealth Management Services and by doing portfolio rewiring of the various client segment.
    • Formulating strategies for expanding the client base by providing investment advice to the clients.
    • Maintaining long-term relationships with existing/new clients for increasing the Asset Under Management(AUM) for the company
    • Responsible for cross selling various financial products like Insurance (Life, General), Mutual funds, Bonds, PMS etc to the existing set of customers and building depth within the existing relationships.
    • New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients.
    • Compensation - If you have the right skills, compensation won’t be a worry!! Earn upto 20lacs pa!!

Wealth Management Trainees

Job Department : Wealth Management Location : Andheri, Mumbai Posted Date : 27-07-2018

  • Experience: Prior experience in Financial Industry would be an added advantage.
  • Salary: -
  • Job Specific Knowledge & Skills
    • Candidate must be aware of basic concepts of asset allocation and wealth management
    • Should have basic knowledge of equity markets, debt market, various wealth products
    • Candidate should have a keen interest to be updated in overall economic outlook
    • Should possess excellent communication and interpersonal skills.
    • Should have analytical approach to advice clients.
    • Should be tech savvy to use tools for related functionalities.
    • Should possess exceptional organizational skills.
  • Job Description
    • Acquisition of elite class, UHNI customers via seminars, webinars and corporate tie-ups.
    • Research and analysis on current portfolios and preparation of review strategy and plan for existing clients.
    • Analyse and create indepth Financial Plan and cash flows on the basis of client’s goals, risk appetite, time horizon etc. and increase Financial planning penetration in existing as well as new clients.
    • Manage business budgets, client acquisition and customer satisfaction KPIs.
    • Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, and Investment Planning, Estate Planning and other incidental and allied services.
    • Pl note suitable training will be provided.

Business Development Executive

Job Department : Business Development Location : Andheri, Mumbai Posted Date : 27-07-2018

  • Experience: -
  • Salary: -
  • Job Specific Knowledge & Skills
    • Oversee the sales process to attract new clients for Software Development and Digital Marketing projects
    • Work with senior team members to identify and manage risks and requirements.
    • Maintain fruitful relationships with clients and address their needs effectively.
    • Research and identify new market opportunities.
  • Qualification and Skills
    • Bachelor’s degree is required.
    • Ability to develop good relationships with current and potential clients.
    • Excellent leadership and communication skills.
    • Experience in project management and/or sales.
    • Knowledge of productivity tools and software.
    • High attention to detail and a focus on fact-based decision making

Tech Support

Job Department : IT Location : Andheri, Mumbai Posted Date : 27-07-2018

  • Experience: 6 months-1 yr
  • Salary: 15K-20K
  • Job Specific Knowledge & Skills
    • Responsible for providing assistance to end-users who’re using our products (Online Platform)
    • Catering to queries related to platform
    • Taking care of users Onboarding process
  • Job Description
    • Good communication skills
    • Good Technical Skill (for using online platform)
    • Graduate
    • Good analytical and problem solving skills
    • Good interpersonal and customer care skills

QA Engineer

Job Department : IT Location : Andheri, Mumbai Posted Date : 27-07-2018

  • Experience: 2 - 4 years of relevant experience.
  • Salary: -
  • Job Specific Knowledge & Skills
    • Develops and documents test plans and test cases for newly developed features. Regression, Smoke, Sanity, Integration, Browser Compatibility.
    • Creates test plans that include resource requirements, schedule assumptions, and scope based on inputs.
    • Manages and reports on test deliverable and test execution and manages the scheduling and prioritizing of daily tasks, manage and maintain lab hardware (SUT)
    • Attending requirement review sessions with the relevant stakeholders during the idea phase
    • Act as the main point of communication for inter-dependent issues.
    • Troubleshoot and address technical environment needs
    • Provide weekly status updates on changes
    • Provide training and support to internal and external teams on tools and processes managed by the environment team
    • Addressing and improving the grey areas and implement new processes wherever required.
    • Develops test tools and automation for in user testing and directs a test team during test execution, and reports results to development engineers and leaders.
    • Should be able to visually map the requirement to the implementation techniques and choose the shortest testing path accordingly.
    • Should have excellent troubleshooting capabilities
  • Job Description
    • Thorough knowledge of QA processes
    • Thorough quality improvement skills, advanced problem solving and analysis skills
    • Knowledge of various operating systems Linux, Windows
    • Excellent verbal and written communication skills with the ability to work effectively on a team and collaboratively across lines of business
    • An excellent understanding of hardware and software system architecture and understanding of hardware and software interactions, and able to apply this understanding to resolve issues
    • Ability to set and maintain priorities in a fast-paced, schedule-driven environment