Qualification: B.com/M.COM/MBA (Finance)/CMA and CA (Inter)
Certified Financial Planner certification will be added advantage

Experience: 0–2 years experience in Portfolio management, Insurance concepts, and should be good at financial planning concepts

Preferred Skills:

• Should have interest in research and analyzing financial concepts.

• Should have good analytical skills

• Should have excellent verbal and non-verbal communication skills.

• Well versed in MS Office.

• Should be good team player.

Job description:

• Preparation of detailed compliance reports (SOA and ROA).

• Implement risk management and tax planning strategies by regular follow-up with banks and service providers.

• Maintain Client profile in Financial planning software

• Regular communication with Financial Advisors.

• Manage good client relationships.

• Maintaining fixed register