Dear Candidates,

We have an excellent opportunity for the profile of Financial Planner.

Experience: 3-5Years

EducationQualification:

Graduate in finance field and should be pursuing CFP course or should have a CFP Certification

or CWM or QPFP certificate. These qualifications are a must for this position.

Good mathematical ability is a must.

Candidates should have studied in English medium throughout and should be fluent in spoken

and written English.

Location: Andheri, Mumbai

Salary: 40-80k

Job Description:

1. Conducting meetings with new clients (physical at client’s place and/or virtual) and

understanding their complete requirement.

2. Understanding client’s risk profile and recommend products.

3. Maintaining client’s confidential data in Excel sheet.

4. Help client to prepare annual Budget of their Cash Flow

5. Providing guidance to clients on optimising their tax outgo.

6. Analysing client’s existing Investments and Insurances and recommending better ones.

7. Suggesting Investments as per Client’s medium term and long term goals

8. Explaining client pros and cons of various investment and insurance products.

9. Implementing clients Financial Plans.

10.Executing and maintaining transactions through online platforms.

11.Monitoring and tracking client’s financial goals and recommending changes based on

tactical analysis.





12.Study various mutual funds and compare their performances

13. Analysing performance of clients MF portfolio and suggesting alternative mutual funds

14. Annual review meetings with clients (physical as well as virtual)

15. Preparing and maintaining minutes of client’s meeting

There is no sales related work. The work is 100% desk work and is within the office itself.

Travelling is limited to client’s place only.

TechnicalKnowledgerequired

1. NISM VA Certification for MF Distributor/MF Advisor is must

2. Fluency in spoken and written English is must

3. Good academic career with positive marks in Mathematics

4. Certified Financial Planning (CFP) Certification is preferred

5. Work experience in ONLINE Mutual Fund transaction is an added advantage

6. Advanced knowledge of MS Excel with all formatting techniques and use of Pivot table and

various formulae and functions is added advantage

7. Good knowledge of MS Word and formatting techniques

8. Should be able to draft emails to clients in response to their queries

9. Knowledge of filling up forms of PAN Card, Mutual Fund or Insurance is preferred.

For more details about the company and job profile contact us at +91-XXXXXXXXXX

Pay: ₹40,000.00 - ₹70,000.00 per month

Work Location: In person

📌 Financial Planner (India)
🏢 SAFFRONBIZZ SOLUTIONS
📍 India