Financial Planner

Role & responsibilities :-

• Construction of Investment Portfolios and periodic reviews
• Preparing Life Goal Plans and Periodic reviews.
• Reviewing investments of clients done already at the time of onboarding.
• Handling queries raised by clients, with analysis as required.

Preferred candidate profile :-

Required Skills:

• 1-5 Years Experience in Goal based planning.
• In depth understanding of financial markets, Mutual funds, and other investment products like Insurance, PMS, AIF etc.
• Excellent Communication Skills both written and verbal including public speaking and presentation skills.
• Tech-savvy and hands on in excel and financial calculations.
• A go-getter, yet a pleasing personality with excellent people skills.

Qualification: Graduation / Post Graduation + AMFI Certified (VA), would prefer CFP or NISM XA & XB certified

Experience: A minimum of 1-3 Years in Mutual Fund Industry/ Financial Planning.

MFA Website: www.myfinad.com

Address: MFA Capital Private Limited, 301, 3rd Floor, Narain Chambers, M. G. Road, Next to Vodafone Gallery, Vile Parle-East. Mumbai 400057.

Contact: 022-62439709

Email id: hr@myfinad.com