• Associate Financial Planner cum operations executive Jobs in Mumbai,India

  • Ambition Learning Solutions
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  • 0 - 2 Years
  • Posted : above 1 month

Job Description:

Company Profile Harsh Roongta is SEBI registered Investment Advisor having a niche financial planning client base We service around 40 client families with Assets under the advice of around 60 crores We provide full fee-based services including financial planning, estate planning, tax planning and tax filing, loan planning for our clients

Job Location Mumbai Bandra (East) near BKC walking distance from Bandra Railway station

Job Profile & Responsibilities

You should understand basic financial and tax concepts (there will be a small written test)

You should be willing and be able to learn how to work on various operational software

Undertake financial products research, analysis and documentation, and operations

Proactive approach towards clients for plans, reviews, and interactions

Write articles on financial products and answer consumer queries

Candidates Profile

0 2 years of work experience with a CA Firm/financial planner/ investment advisor or financial products company

Qualification Inter CA/Finished CA article-ship/CFP but with some tax background

Proficiency in Excel

Conversant with general financial concepts

Salary According to market norms and will depend on your experience Freshers will be paid a stipend of 15K per month for the probationary period of 6 months

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Educational/Training, Research/Surveyor/MR
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Audit & Risk
Salary : As per Industry Standards
Deadline : 15th Mar 2020

Key Skills:

Company Profile:

Ambition Learning Solutionsarfix

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