• Financial Planners Jobs in Mumbai,India

  • Ambition Learning Solutions

Job Description:

Position Details Position Financial Planners Required Plan Ahead Wealth Advisors Pvt Ltd Company Name FPA, Ambition Location Mumbai, India Job Type Back Office Job Description

Company Website / About

Plan Ahead is a boutique financial planning & wealth management firm established in 2003 by

Vishal Dhawan Plan Ahead aims to add meaning to finances and time to clients lives, by

providing structured holistic planning solutions Our website is wwwplanaheadin

Job Profile

Managing Clients Servicing requests through telephone and email

- Documentation for various investment products and financial plan execution

- Data management and website data updation

- Management and upkeep of technology and client servicing software

- Following systems and processes for business operations - Working with office boy teams, general office administration

Compensation will be commensurate with technical skills, communication skills and work experience

Candidate Profile

1 years work experience in Financial Services industry

- Must know MS Excel , MS Word and Email usage very well

- Must have good grasp of English with basic communication skills

- Experience in mutual funds / stock broking /insurance preferred

- Attention to Detail critical

- should be comfortable with number

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Educational/Training, Research/Surveyor/MR
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 15th Mar 2020

Key Skills:

Company Profile:

Company
Ambition Learning Solutionsarfix

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