• Financial Advisor Jobs in Mumbai,India - 24985071

  • Ambition Learning Solutions
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  • 16 - 19 Years
  • Posted : above 1 month

Job Description:

Position Details Position Financial Advisor (Junior Senior Profile) International Money Matters Pvt Ltd Company Name International Money Matters Pvt Ltd Location Bangalore & Chennai, Mumbai, India Job Type Financial Advisor (Junior Senior Profile) Job Description Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain Please refer to the job descriptions for your reference

Company Website wwwimmplcom

Company Profile

International Money Matters is a 16 year old financial planning-cum-investment advisory company, in the business of helping our clients achieve their financial goals whilst ensuring peace of mind

Currently a 50 people operation, headquartered in Bangalore with presence in Mumbai and Delhi; we have over 450 families as clients from across India and the world US, UK, Middle East and South East Asia We currently manage assets of over Rs1000 Crores and run a risk cover of Rs300 Crores while advising 500 clients from across India and the world including the US, UK, Middle East and South East Asia

We assist our clients in identifying, defining and prioritizing their financial goals over the short term to long term and then designing a customized game plan to achieve these very goals

Job Location Bangalore & Chennai, Mumbai

Job Profile & Responsibilities

Acquisition of new clients and formulating strategies to Increase the client base

Recommend investment products (Mutual Funds, PMS, Direct Stocks, Insrance, Fixed Income) and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences

Dealing with existing niche Portfolio

Preparation and execution of financial planning as per the risk assessment in consultation with financial planner

Providing advisory services into various instruments like General Insurance, Mutual Funds, Equity, etc

Approaching need based product to the client through financial planning

Access the portfolio risk according to changing market situation

Generating the revenue primarily through liability products

Doing Portfolio Diversification as per the risk taking approach of client

Keeping a close monitoring not only on other financial instrument as per market fluctuation to maximize the client interest

Any other Ad HOC duties as directed

Candidates Profile Graduate/Post graduate with / without CFPCM Certification

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Educational/Training, Research/Surveyor/MR
Functional Area : Banks/Insurance/Financial Services
Role : Mutual Funds
Salary : As per Industry Standards
Deadline : 06th May 2020

Key Skills:

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