Financial Planner

Financial Planner-Investments assist their clients in achieving their financial goals, from saving to investing to retirement planning.

Hiring Agency: Namura HR Consulting

Hiring Company:Shubbaan Investments Pvt Ltd is an investments advisory company giving services to clients for investment in mutual funds, tax saving options, sources for children’s higher education, health and general insurance plans and also render will writing advisory services

Company Address: 13, Sunshine Greens Phase I, Off Aundh Road, Pune – 411020 Phone: 020-2580 6214,2580 6269, Email id - shubbaaninvestments@gmail.com

Company Website: https://shubbaaninvest

Work experience : 01 Year to 03 Years

CTC Max : INR 3.3 Lac per annum Monthly Max. CTC of INR 27500

Minimum Educational Qualification: Any graduate , Prefer B.Com with Chartered Financial Planner (CFP) or NISM FP certification

Work Model: Work from Office and 6 days’ a week

Key Skills:

· NISM viii certified/ Chartered financial planner

· Hands on experience in stock buying & selling, investment planning, stock broking ,equity trading , daily buy & sell of stocks

· Zeal to handle HNI clients, acquisition of HNI clients

· Hands on exp in financial planning, Knowledge of advisory services to be provided to clients for Investments in Mutual Fund / Insurance Plans or any other investment options

· Experience in Portfolio management and review & execution of the same, reading technical charts

· Strong communication written and verbal &interpersonal skills to handle clients.

· Conversant in MS Office especially in MS Excel and MS Word.

· Excellent analytical and time-management skills

· Focussed and go-getter attitude,teamplayer

· Flexible approach and willingness to learn

Role & Responsibilities:

· Stock buying & selling, investment planning, stock broking ,equity trading , daily buying and selling of stocks

· Give advisory to clients for Investments in Mutual Fund / Insurance Plans or any other investment options

· Handle High Net Worth Individuals(HNIs) clients by making their financial plans and by giving them different investment product like Fixed Income, Systematic Investment Plan (SIP), PMS ( Portfolio Management Services ) AIF (Alternative Investment Funds),Insurance plans etc.

· Manage Portfolios of clients, reading technical charts etc.

· Handling documentation for Investment Products, managing all transaction related trackers and logs and update the database

Benefits Given by the Company -

· Mobile Instrument with Sim Card for official calling

· Provision of free Lunch at office

Screening Questions:

1. Do you have at least 6 months of experience of financial planning in various investments like Mutual Funds or Insurance Plans/Other investment options to clients ? Yes /No

2. Do you have at least 6 months of experience in acquiring High Net worth Individuals (HNIs) ? Yes /No

• 3. Do you have at least 6 months of experience in Portfolio management and review & execution of the same, reading technical charts? Yes/ No
• 4. Are you ok for WFO and 6 days’ work week? Yes /No
• 5. Are you OK for maximum CTC of Rs 3.3 Lac per annum provided you fulfill all the criteria ? Yes/ No