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  • Applicants Less than 5 Applicants
  • 2018-05-27

Job Description

Qualification: MBA from Govt recognized university or Institution. PREFERENCE WILL BE GIVEN TO CERTIFIED FIANNCIAL PLANNER or Passed RIA module of NISM . PROFICIENCY IN MS OFFICE AND EXCELLENT ORAL AND WRITTENCOMMUNICATION .

Experience: 0 to 2 years

Salary Expectation: CTC is negotiable based on candidate qualifications, experience and overall suitability.

Job Description:

1. Preparing Financial Plans for clients within agreed time lines.

2. Monitoring, implementing & updating of financial plans

3. Coordinating with all the providers of financial products for availability of product, comparison, analyze and finalizing of products

4. Good working knowledge of Excel (Financial formulas and functions)Word&PPT.

5. Ability to work with a team and share knowledge and skills.

6. Good Communication Skills

7. Responsible for end to end customer service of high net worth individuals

8. Help in managing portfolios which include shares, mutual funds, insurance etc..

9. Prepare investment proposal by selecting products with asset allocation approach agreed upon as per the financial plan of the client.

10. Provide detailed financial product recommendation on Mutual Funds, Equity, FDs & Bonds, PMS Products, Insurance, Tax Advisory and Estate Planning.

Functional Area

Financial Services / Banking, Investments / Insurance / stock market / Loan

Number of Vacancy

1

Education

B.Com, Post Graduate Diploma, M.B.A/PGDM, M.Com, CA


About Harmoney wealth advisory services India (p) Ltd

Harmoney wealth advisory services India (p) Ltd., was established in the year 2002 as a wealth management organization for the financial well being of the clients. The company is a SEBI registered portfolio manager working with HNI clients for fulfilling their dreams & wealth management

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