• Sr Executive / Executive Plan Servicing Jobs in Mumbai,India - 24942549

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  • 10 - 13 Years
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Job Description:

Position Details Position Sr Executive / Executive Plan Servicing Sinhasi Consultants Pvt Ltd Company Name FPA, Ambition Location Bangalore, India Job Type Sr Executive / Executive Plan Servicing Job Description Company Profile - Well known Firm , 10 years since inception , providing Financial planning , advisory and distribution services to HNIs in Bangalore, and a few clients in Mumbai

1) Job Title Sr Executive / Executive Plan Servicing
Job City Bangalore

No of vacancies 2

Job Profile & Responsibilities

Processing investment applications of all different investment products such as health insurance , life insurance , mutual funds bonds etc
Implementation and monitoring of financial plans,and coordinating with client for required documents etc for the implementation
Maintaining all details and updation of portfolio and required reports for client meetings Updating of Daily , weekly and monthly investment and portfolio reports
Updating of Daily , weekly and monthly investment and portfolio reports

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2) Job Title Assistant Manager Financial Planning
Job City Bangalore

No of Vacancies 2

Job Profile & Responsibilities

Monitoring, implementing & updation of financial plans
Sound Product understanding
Coordinating with all the product manufacturers of financial products on current products, new products, comparison, analysis and finalizing of products as per Sinhasi standards and norms
To handle regular client meetings for new client acquisition and existing client management

Desired Candidate Profile MBA , or related exam with 1 2 work experience in related field

Salary Range CTC will be based on candidate qualifications and skills based on face to face interview Sinhasi is considered a good pay master in the industry today

How to Apply Please mail your CV to contactussinhasicom

Additional Details

Person who has a passion and goal to be financial planner
Ability to work with a team and share knowledge and skills
Basic knowledge of Excel
High levels of integrity, commitment and trust required for a financial planner

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Educational/Training, Research/Surveyor/MR
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Cost Accounting/ ICWA
Salary : As per Industry Standards
Deadline : 05th May 2020

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