Job Openings

Bangalore, India

Qualification: (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

Contact Us

Write to

Chennai, Tirunelveli & Bangalore in India.

   Regd Office: Buhari Towers, 4th Floor,

   No.4 Moores Road, Thousand Lights, Chennai,

   Tamil Nadu 600006.

 044 2826 0205

Melbourne in Australia.

   409, Waverley Road,

    Malvern East VIC,

    3145 Australia.

+61 4 0916 4237