Financial Planner Investment Advisor
You are a proactive and talented person who has a passion for working hard. You understand that your success is tied to the success of Mymoneysage.in and are dedicated to doing what it takes to win, you shall be responsible for providing holistic financial planning & Investment Advisory to clients
Help clients understand their personal finance by Engaging with them: Understand their financial goals, current financial position, cash flows etc.
Enabling them to get to a better place and fund their goals by: Drawing-up a detailed financial plan , Doing asset allocation across long-term and short-term goals, into appropriate asset classes of equity and debt, Comprehensively document interactions and the advice being provided
Drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition. Ensure adherence to internal and external financial advisory guidelines and Risk
The ideal candidate will be a Graduate in any stream. Post Graduate / MBA from Premier institutes and with One or more of these certifications: Investment Adviser X-A and X-B certifications from NISM, or Certified Financial Planner (CFP) from FPSB, or Chartered Financial Analyst (CFA) from CFA Institute
Preferably with 2-3 years of experience in wealth management or financial planning firm.