Certified Financial Planner (cfp) / Investment Advisor

2 - 7 Years
Delhi NCR, Delhi
INR Incentives ExtraPosted 26 days agoJob Applicants: 33Job Views: 280

Job Description

  • Deliver a full range of goals-based financial planning/wealth strategies including assessment of client needs
  • Deliver holistic goals-based financial solutions to clients
  • Prepare and present detailed customized client reports
  • To review the Investment Strategy and to suggest any modification if required

Salary: INR Incentives Extra

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type:Permanent Job, Full Time


Desired Candidate Profile

  • Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
  • Proficient in MS Office (Excel, Word, PowerPoint)
  • Proactive, positive approach. Able to grasp/learn concepts and procedures quickly

Company Profile

SKI Capital Services Limited

Established in 1987, SKI group is a premier financial services house in India, providing services in all the segments of financial market. The company has been driven by an unwavering commitment to build lasting client relationships and enjoys the honor of serving a large number of valued customers to their satisfaction.
SKI is a corporate member of NSE, BSE, NSE F&O, MCXSX, NCDEX, MCX and DP- NSDL. SKI is also IRDA registered Corporate Insurance Agent.
View Contact Details+

Recruiter Name:Meenakshi

Contact Company:SKI Capital Services Limited



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