Financial Planning, Relationship Management- Client Management

2 years

0 Lacs

greater chennai area

Posted:1 month ago| Platform: Linkedin logo

Apply

Skills Required

planning management portfolio communication learning training

Work Mode

On-site

Job Type

Full Time

Job Description

Type: Full Time Location: Bangalore/ Chennai Description:

Company Name :

Phundo Fintech India Private Limited

Experience Level :

0–2 years, 3+ years

Industry :

Wealth Managaement, Asset Management

About the Company :

Organization Manages 1200 crs plus AUM with districbutoin of MF, PMS, Stock broking and AIF.

Website/LinkedIn :

Phundo.com

Requirement :

Organization is seeking for 4 Regional Managers, 2 RMs in each city

Job Summary:

Client facing role to manage portfolio and relationship management.

Who Should Apply :

CFP® professionals, FPSB India students

Responsibility

  • MF product understanding, stock market and debt market basic understanding
  • Good Communication Skills with fluency in regional language

Salary Range :

6-10 Lacs

Incentives / Bonuses :

Performance-based incentives

Learning Opportunities :

Training - Products and Markets.

Other Benefits :

Retirals and Insurance

Email Subject Line Format :

Financial Planner - Phundo FintechShare your resume with email subject line – “Ref” FPSB India”

Hiring Manager Details

Kashyap Vyas, Balaji Ramamurthykasyap@phubdo.com, balajir@phundo.com

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