Type: Full Time Location: New Delhi Description:
Company Name :
Hum Fauji Financial Services Pvt Ltd (Brand Name – Hum Fauji Initiatives©)
Experience Level :
0–2 years
Industry :
Financial Planning
Application Deadline :
Immediate absorption basis.
No of Opening :
3
About The Company
Hum Fauji Initiatives© operates in the niche clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2015 certified company.We undertake comprehensive financial planning and goal-based investments in mutual funds, bonds, fixed deposits, real-estate, and other investment avenues as deemed suitable for our clients. The product and service portfolio is being constantly expanded and reviewed. Candidates with experience in any or more of these verticals will have an edge in the selection process.We place UTMOST emphasis on ethics, values and client service, and these are what guide our core philosophy of business. We expect our team members to abide by these values always and all the time. The company has an absolute Zero tolerance policy on these issues.
Website :
www.humfauji.in
Job Summary
The job involves a deep understanding of behavioural finance, capacity to go into intricate financial calculations and considerations using excel and/or financial planning software, work against time and then meticulously follow client’s goals over years to make him reach the same. The job can be intriguing, demand utmost patience and client servicing of the highest order. Preference will be given to candidates with work experience, preferably in a financial company.The candidates should be well aware of the domestic and international economic and current affairs from the perspective of managing clients’ personal finance, be able to analyse financial data and situations, and brief and conduct presentations for teams on topics of personal finance.Very good command over written English, fair command over spoken English, positive attitude towards client service, maturity and soft-spoken demeanour are extremely important for the job and are non-negotiable.There is no sales or marketing functions associated with this position.
Who Should Apply
At least Graduate, in a financial core subject. NISM XA, NISM XB and CFP (having done at least two modules) would be desirable. The modules passed should be with good grades.
Responsibility
- To make short investment and retirement goal plans and explain the same to the clients in a language they understand. This interaction with the clients could be in person, on email, on phone or through VC like Zoom, Google Meet, etc.
- Translate the investment or retirement plans into specific product plan
- Implement the product plans and monitor the investment process.
- Once investment is done, the same needs to be monitored on a regular basis with performance of the invested asset and goal attainment as the criterion, and a report given to the client.
- To carry out regular re-balancing of the portfolio as and when required.
- To sort-out all the financial issues of the clients.
Requirement
- At least Graduation, in a financial core subject.
- NISM XA, NISM XB and CFP (done at least two modules) desirable.
- A good academic record with minimum 60% aggregate in 10th Class, 12th Class and Graduation
- Most important - Positive attitude + Highest level of ethics + Client centricity
Preferred :
MBA/MBA (Finance) would be given a preference.
Salary Range :
Rs 5 Lakhs Package (80% fixed: 20% Variable). The Variable (Performance-Based Incentives) become payable after successfully completing 6-months' probation period.
Incentives / Bonuses :
EPF (part of package); Annual bonus as per Govt rules; Loyalty Bonuses as per years of service
Learning Opportunities :
21 days Onboarding sessions, Dedicated Mentoring by a Senior, Financial support by the company for higher education and certifications (CFP, NISM XA, NISM XB, etc) Internal & External Trainings, participation in Workshops etc.
Other Benefits :
After six months, on confirmation of probation, team members get Group Health Insurance. Group Life Insurance and NPS contribution (10% of fixed salary) additional by the company after completing 1st year.
Email Subject Line Format :
Application – Associate Financial Planner – CFP / FPSB India
Hiring Manager Details
hr@humfauji.in
