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
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.
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
Write to firstname.lastname@example.org
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,
+61 4 0916 4237