• Financial Plan Writer & Researcher Jobs in Mumbai,India

  • Ambition Learning Solutions
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  • 1 - 3 Years
  • Posted : above 1 month

Job Description:

Position Details Position Financial Plan Writer & Researcher NS Wealth Solution Pvt Ltd Company Name NS Wealth Solution Pvt Ltd Location Pune, Mumbai Job Type Financial Plan Writer & Researcher 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 Profile Established in MAY 2010, we believe that financial planning stands for people, their dreams, and their goals
NS Wealth Solution Pvt Ltd is part of Indias modern breed of true unbiased client focused Financial Planning Firms The team at NS Wealth has a vision to empower its clients through quality unbiased financial advice, latest technology that helps clients with their personal financial management & also assisting them in realizing all their dreams and converting them into realistic achievable goals

Company Website nswealthin

Job Location Pune

Job Responsiblities Financial Plan Writing & Research Department

Working in the Financial Plan Writing & Research Department

Writing financial plan using a software and using the research database available while financial planning for clients

Candidate should have a thorough knowledge of Financial Planning, Tax planning, and wealth management

Candidate should be well versed with excel tools and hand on skills to use various financial functions

Candidate with good communication skills will be preferred

Consistent follow-up and tracking of communications with existing clients & follow communication procedures, guidelines & policies

Input notes to database/CRM of phone calls made, notes etc

Candidates Profile Apart from Work Profile Above, following is the Educational Profile preferred

A professional qualification or post-graduate degree or post-graduate diploma in finance, accountancy, business management, commerce, economics, capital market, banking, insurance or actuarial science from a university or an institution recognized by the central government or any state government or a recognised foreign university or institution or association; with an overall experience of 1-3 years

A graduate in any discipline with an experience of at least five years in activities relating to advice in financial products or securities or fund or asset or portfolio management

Investment Advisory Certificate (NISM or any other organization which certificate is accredited by NISM) [If currently not certified then mandatory to acquire this certificate within one-two months of joining

We will support to get the certification done in minimum time]

Profile Summary:

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

Key Skills:

Company Profile:

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