Careers

Position: INVESTMENT CUNSALTANTS

Department:Financial Planning / Investment Adviser

Job Location: Nariman Point, Mumbai.

Roles and Responsibilities:Financial Planning Client Consultation, Acquisition and Servicing


This role involves the following:

  • Contacting company provided leads via personal meetings, phone and e-mail.
  • Consulting and understanding requirement of individuals and acquiring them for financial planning and portfolio review services.
  • Monitoring and Handling existing portfolios of retails and High Net worth Individual (HNI).
  • Advising clients and building strategies as per client’s financial objective and time horizon on an on-going basis.

Candidate Requirement

  • Experience:
    Minimum 2 years of experience in handling clients (preferably in financial planning)

  • nowledge:
    In-depth knowledge of the various financial products such as mutual funds, bonds, gold, and insurance.

  • Soft Skills:
    Excellent communication skills
    Passion for client servicing

  • Qualification:
    Must be a Certified Financial Planner (CFP)
    Preferably completed NISM / AMFI Mutual Fund Advisor’s Examination

  • IT Skills:
    Comfortable working on Microsoft Excel and Microsoft Word

Preferred Candidates Existing Industry:

  • Financial Planning
  • Investment Advisory
  • Wealth Management
  • Mutual Fund

If you are interested and would like to be a part of PersonalFN Team, Write to us at careers@personalfn.com or contact us at 022- 6136 1200.


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