• Para Financial Planner Jobs in Mumbai,India

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

Job Description:

Position Details Position Para Financial Planner at Manek Financial Advisors Pvt Ltd Company Name Manek Financial Advisors Pvt Ltd Location Mumbai, India Job Type Para Financial Planner 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 wwwmanekfinancialcom

Company Profile Manek is a SEBI registered financial planning and financial investment advisory company based in Mumbai, India Though the name Manek is 16 years old, the enterprise is in existence since 1976 We are known for astute financial planning, wealth management and flawless investment services Some of our clients are with us for the last 40 years We thank all our clients for the trust they have shown in Manek Financial, all our employees for their sincerity, and the Almighty for His blessings We want to make every client of ours wealthy through intelligent investments

Job Location Mumbai

Job Profile & Responsibilities

Candidate must comply with RIA Regulations

Must have sound knowledge on financial planning process & allied financial areas

Analysis and access the clients overall financial situation ,understand their requirements and develop a solid financial plan

Provide financial guidance to the client & make recommendations on how to best optimize their money in planned manner to achieve their short term & long term goals

Accuracy, attention to detail and ability to explain complex information clearly and simply

Candidate must have Product Knowledge, Quality Focus, Problem Solving, Market Knowledge

Documentation Skills, Resolving Conflict, Analyzing Information and Multi-tasking

Need to Initiate clients meetings, plan presentations and continues interaction with the client in relation to the financial planning process

Must have the ability to use critical thinking skills, work within team, and anticipate the firms needs

Being able to keep up and learn things quickly in the fast paced environment and efficiently managing regular changing of priorities

Candidates Profile

Candidate must be Graduate/Post Graduate in any stream with a penchant for knowledge and a burning desire to learn

Has sound financial product knowledge and basic concepts about personal financial planning

He must be CFP certified with the experience of 1-3 years on financial planning and allied financial areas

The candidate needs to be proficient in Excel ,computer / Internet

The candidate should be able to competently & independently be able to perform all functions

We are looking for the candidates with excellent oral and written communication skill in English

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 : 20th Jan 2020

Key Skills:

Company Profile:

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