Certified Financial Planner - Mumbai, Maharashtra, India - Vibrant Securities Pvt Ltd

Vibrant Securities Pvt Ltd

Verified Company

Mumbai, Maharashtra, India

1 week ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

JOB ROLE - FINANCIAL PLANNER

Vibrant Securities is a leading Mumbai based financial services company with proven expertise and offering services in Stock Broking, Derivatives, Mutual Funds, Securities Lending & Borrowing (SLB), Corporate Fixed Deposits and Stock Market Training to corporate, high net worth individuals and retail clients.

Company Location:
Fort, Mumbai

Experience:

Minimum 5 years

Age Limit:35+

Eligibility:
Minimum graduate, Preferably CFA Level I/II completed and or CFP completed.

Salary :
Maximum 4 Lakh Per Annum

Contact Person:
Smruti Dalvi

Responsibilities:

Maintaining updated knowledge about Financial markets & current events.
Knowledge of mutual funds, equity markets, insurance and other financial instruments thereby analyzing and assessing market information.
Collating and interpreting Company data to facilitate stock investment recommendations.
Coordinating with the clients for their respective Equity & MF Portfolio reviews.
Updating the clients about the new products and services through mailers.
Tracking quarterly performance of Mutual Funds for client recommendation.

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Preparation of Quarterly Research Reports for different categories of Mutual Funds.

Preparing financial plans
and Retirement Solutions for individuals.
Client Consultation: Conduct thorough facetoface or online interaction with clients to understand their financial goals, risk tolerance, and current financial situation.
Handling other miscellaneous tasks, if any

Requirements:

Hybrid or work from home.
Good experience and excellent verbal and written communication skills.
Strong analytical skills, attention to detail, and a deep understanding of financial markets and regulations.
Strong knowledge of financial planning principles, investment strategies, and risk management.
Excellent analytical and problemsolving skills.
Ability to effectively communicate complex financial concepts to clients.
Knowledge of buying and selling shares in terminal.
Excellent knowledge of
MS Office including MS Word, Excel, and PowerPoint.

Pay:
₹350, ₹400,000.00 per year

Benefits: