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Certified Financial Consultant

Rudra Placement Services
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5,00,000 - 10,00,000 P.A. Posted 11 days ago Job Applicants: 250 Job Views: 268

Job Description

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    Preparing financial plans for HNIs
    Reviewing prospects.
    Discussing and explaining financial plans.
    Responsible for handling relationships with assigned clients.
    Focus on clients risk profile.
    Managing portfolios and advising clients on actionable

Salary: INR 5,00,000 - 10,00,000 P.A.

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Operations/Processes/Finance/Legal

Role:Finance/Budgeting Manager

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    Company : Broking house
    Experience of Financial planning for HNI Clients is must
    Candidate should be CFP or CFA Certified
    Job location : Lowerparel,
    2 Postions 1 for Certified financial planner- CTC 6.5
    Seniour Certified financial planner- CTC 10
Company Profile:

Rudra Placement Services

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