Academic QualificationsMandatory
- Graduation in a core finance-related discipline (Finance, Commerce, Economics, Accounting, etc.).
- Minimum 60% aggregate in:
- Class 10
- Class 12
- Graduation
- Candidates must mention their percentage/CGPA in their CV.
Preferred
- MBA/PGDM
- MBA/PGDM (Finance)
Qualified Qualifications (Preferred)
Candidates who have completed or are currently pursuing any of the following certifications (minimum one module completed) will be preferred:
- CFP (Certified Financial Planner)
- NISM Series X-A
- NISM Series X-B
Key Responsibilities
- Prepare personalized investment, wealth creation, retirement, and financial goal plans for clients.
- Explain financial plans in a simple and client-friendly manner through in-person meetings, phone calls, emails, Zoom, Google Meet, or similar platforms.
- Translate financial plans into suitable investment product recommendations.
- Execute investment strategies and coordinate implementation.
- Monitor client portfolios regularly against investment performance and financial goals.
- Prepare periodic portfolio review reports for clients.
- Recommend and implement portfolio rebalancing whenever required.
- Resolve clients' financial planning queries and provide ongoing advisory support.
- Stay updated with domestic and global economic developments and assess their impact on clients' financial plans.
- Analyze financial data and pr