Type: Full Time Location: Pune/Ahmedabad/Nashik/Mumbai Description: Company Name : Finnovate Financial Services Experience Level : 2+ years Industry : Financial Planning, Wealth Management, Fintech, etc. About the Company : Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients. Website : www.finnovate.in Job Summary : Develop strong client relationships by offering personalized financial solutions and expert guidance in planning, investment, and wealth management. Stay updated on market trends and regulations to provide timely, relevant financial advice. Analyze financial data to optimize plans and represent Finnovate at industry events to promote financial literacy. Who Should Apply : CFP® professionals, FPSB India students Job Summary : 3-5 yrs of experience upto 9 Lpa 5-11 yrs of experience upto 13 Lpa Note-offered CTC will be based on experience and domain knowledge" Incentives / Bonuses : Performance-based incentives Learning Opportunities : Financial Planning, Conferences,Training Workshops etc Other Benefits : Health, leave policy, Employee recognition etc. Share your resume with email subject line – “Ref” FPSB India” Hiring Manager Details: Vibha Vashistha vibha.vashishtha@finnovate.in , hrd@finnovate.in
Type: Full Time Location: Hyderabad Description: Company Name : Guardian Capital Investment Advisors Pvt Ltd About the Company : Guardian Capital has been awarded “The best investment advisory firm across India” by CNBCTV18 We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs. Experience Level : 3+ years Industry : Wealth Management Job Summary : The VP will be responsible for driving business growth by deepening client relationships and expanding AUM through strategic referrals and service enhancement. They will oversee investment research, aligning internal views with market insights to deliver tailored advice. Additionally, the role involves leading and mentoring a team to ensure high-quality client service and operational excellence. Who Should Apply : Master’s degree in Business Administration (Finance, or related field, CFA Professionals, Strategy Consultants are preferred and should have 3 years of relevant experience with CFP pursuing or NISM Investment Advisory-A & B tests. Responsibility 1 : Business Growth: Develop and implement referrals from clients. Expand service offerings and increase AUM from existing clients. Build trust and credibility through effective communication. Responsibility 2 : Client Management: Cultivate and maintain strong relationships with clients. Conduct regular meetings with clients to understand their financial needs, goals, and preferences. Address client enquiries and concerns promptly Responsibility 3 : Research: Track the performance of invested funds. Attend fund manager calls to reconcile internal research with their opinions and understand the framework. Responsibility 4 : Leadership: Manage a team of financial professionals, offering guidance and support. Conduct regular team meetings to communicate goals, share updates, and address challenges. Salary Range : 15-18 LPA Incentives / Bonuses : Performance-based incentives Other Benefits : Health insurance, leave policy, work from home policy Share your resume with email subject line – “Ref” FPSB India” Hiring Manager Details hr@gcia.in
Type: Full Time Location: Hyderabad Description: Company Name : Guardian Capital Investment Advisors Pvt Ltd About the Company : Guardian Capital has been awarded “The best investment advisory firm across India” by CNBCTV18 We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs. Experience Level : 0-3 years Industry : Wealth Management Job Summary : The role involves supporting equity research, mutual fund analysis, and creating financial plans for clients. It requires strong client servicing skills, including onboarding support and regular client engagement. The candidate will collaborate with internal teams to maintain updated financial data and revise plans as needed. This is a client-facing, data-driven position at the intersection of research, planning, and relationship management. Who Should Apply : Active CFP Professional/ pursuing & Master’s degree in Business Administration (Finance, or related field) Responsibility 1 : Research: Assist in equity research and mutual funds. Analyse and interpret quantitative and qualitative data to produce insightful reports. Responsibility 2 : Client Service: Obtain necessary documents and supplementary information from clients or team leaders during onboarding. Conduct regular meetings with clients and address their inquiries and resolve issues as needed. Responsibility 3 : Financial Planning Develop financial plans and deliver presentations to clients as needed. Collaborate with team leaders to gather data. Maintain and update client data, and revise plans annually or as needed in response to significant changes. Salary Range : 8-12 LPA Incentives / Bonuses : Performance-based incentives Other Benefits : Health insurance, leave policy, work from home policy Share your resume with email subject line – “Ref” FPSB India” Hiring Manager Details ananyaa@gcia.in
Type: Full Time Location: Bangalore/ Chennai/ Coimbatore/ Hyderabad/ Tirupati Description: Company Name : HDFC Asset Management Company Limited Experience Level Bangalore – 10-15 yrs Chennai – 10 yrs Coimbatore – 5-8 yrs Hyderabad – 8-10 yrs Website : www.hdfcfund.com Job Role : The key areas of responsibilities are as follows: Increase AUM, Net Sales, and Market Share of HDFC AMC at the Branch Channel management across IFA’s, National Distributors and Banks Team Management and development of sub - ordinates Ensure standards of Customer Service and Compliance are met at the Branch Monitoring the servicing of clients with regards to their payments, redemptions, and specific queries. Knowledge & Essential Skills Ability to think through & implement necessary strategies to insure healthy shares in the region Relationship skills necessary to manage high end distributors & investors. In-depth knowledge of MF industry, products & Financial Markets (Equity / Debt / ETFs) High Enthusiasm & Aggression Team Managing Skills Pleasing personality & an excellent communication skills Job Summary : Responsible for sales and increasing the share of wallet for HDFC AMC, networking with clients and distributors to identify avenues for new business opportunities Who Should Apply : CFP® professionals, Candidates with sales experience in B2B and B2C segment handling channel partner sales / direct sales, wealth management professionals Responsibility Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of HDFC AMC across MF / PMS / AIF New client acquisition Increase AUM, Net Sales, and Market Share of HDFC AMC at the Branch Channel management across individual mutual fund distributors, national distributors and banks Ensure compliance with all regulatory requirements and company’s policies & processes at all times Requirement MBA – Finance (Full Time) and CFP® Full-time Graduation Preferred Experience in wealth management, B2C and B2B sales A person with experience of handling IFAs and NDs in terms of large numbers would be preferred Salary Range : Above 8 lacs Incentives / Bonuses : Yearly Performance Related Pay - lumpsum amount Learning Opportunities : Mentoring, CFP® support, workshops, etc. Other Benefits : Health insurance, leave policy etc. Email Subject Line Format : e.g., “Application – Manager / Senior Manager - Sales - HDFC AMC" Share your resume with email subject line – “Ref” FPSB India” Hiring Manager Details careers@hdfcfund.com
Type: Full Time Location: BANGALORE Description: Company Name : Dilzer Consultants Pvt Ltd Experience Level : 2-5 years Industry : Financial Planning, Wealth Management, Portfolio Construction. About the Company : Dilzer Consultants Pvt Ltd is one of the top 5 SEBI Registered Investment Advisors Providing Holistic Financial Planning and Wealth Management Services for HNI Clients for the last 24 years. Powered by Ethics, Competance, Credibility and Trust, we have gained clientile that have worked with us for over 18+ years. Our mission is to empower our clients to achieve their goals by offering personalized financial guidance in an environment built on trust. We are committed to helping our clients preserve their wealth, accumulate assets strategically, and consistently outperform benchmarks to ensure long-term financial success. By maintaining the highest standards of integrity and business ethics, we create a foundation for close, interactive engagement, making our clients feel valued, understood, and confident in their financial journey. Website/LinkedIn : https://dilzer.net/about-us Job Summary : Financial Planning, Wealth Creation, Portfolio Management, Debt Management, Insurance analysis, Estate Planning Who Should Apply : CFP professionals Responsibility 1 : Portfolio Management Responsibility 2 : Wealth Creation Responsibility 3 : Comprehnsive Financial Planning including Networth Statement, Goal Analysis Cashflow and Budgeting Requirement 1 : Commerce Requirement 2 : MBA Finance Requirement 3 : Bcom/ BBM Finance Preferred 1 : Engineer Preferred 2 : Science Salary Range : Up to ?10 Lacs (CTC +L&D+ Bonus) Depending on the experience in the field of personal finance Incentives / Bonuses : Additional exiciting incentives of business creation Learning Opportunities : Training Workshop, Mentoring, Financial Literacy Initiatives Other Benefits : Health, leave policy, work-from-home flexibility, and extended WFH facility based on KRIs met Email Subject Line Format :Application Financial Planner CFP / FPSB India Hiring Manager Details: [HIDDEN TEXT] Show more Show less
Type: Full Time Location: Delhi NCR / Mumbai Description: Company Name : Religare Broking Limited Job Title: Investment Counsellor (Wealth Management) Grade: Deputy Manager/Manager Type of role: Individual CTC : Upto 10 Lakhs (CTC +L&D+ Bonus) Number of vacancies : 14 Qualification : B.com/MBA Finance/PGDM with CFP Certification Role : IC Role Key Competencies: An Investment Counsellor combines strong financial acumen with client focused advisory skills to deliver tailored investment strategies. Key competencies include deep knowledge of markets and financial products, effective communication, ethical integrity, and strong analytical thinking. The role demands the ability to manage client relationships, assess risk, solve problems efficiently, and stay current with industry trendsall while maintaining high standards of professionalism and time management. Key Performance Indicators Provide Investment Advice Offer tailored investment strategies based on clients' financial goals, risk tolerance, and market conditions. Manage Client Portfolios Monitor, review, and adjust investment portfolios to ensure optimal performance. Build and Maintain Client Relationships Develop long-term trust with clients through consistent communication and service. Wealth Creation Conduct Financial Assessments Analyze clients financial positions to recommend suitable investment opportunities. Stay Informed on Market Trends Monitor financial markets, economic indicators, and industry news to guide investment decisions. Educate Clients Help clients understand their investments, risks, and market developments. Compliance & Others Ensure Regulatory Compliance Adhere to financial regulations, ethical standards, and internal policies. Prepare Reports and Documentation Generate performance reports, investment summaries, and regulatory documents. Collaborate with Internal Teams Work with analysts, product specialists, and relationship managers to deliver holistic solutions. Educate Clients Help clients understand their investments, risks, and market developments. Support Business Development Identify opportunities to expand client relationships and attract new clients. Experience Previous experience in investment advisory, portfolio management, or financial services is highly preferred. Proven track record of managing client portfolios and achieving financial goals. Skills Financial Knowledge: In-depth understanding of financial markets, investment products, portfolio management, and economic principles. Analytical Skills: Ability to analyze financial data and trends to make informed investment recommendations. Communication Strong verbal and written communication skills for explaining complex financial concepts in a simple manner to clients. Client Relationship Management: Ability to build, maintain, and strengthen long-term relationships with clients. Problem-Solving: Capable of assessing situations, identifying challenges, and providing strategic solutions. Sales and Business Development: Ability to market investment products and grow a client base through proactive outreach. Ethical Judgement: Strong commitment to ethical standards and regulatory compliance in all dealings Risk Management: Skill in assessing investment risks and ensuring that portfolios align with clients risk tolerance. Time Management: Ability to manage multiple clients, deadlines, and tasks efficiently Technology Proficiency: Familiarity with financial software, portfolio management tools, and data analysis platforms. Share your resume with email subject line Ref FPSB India Hiring Manager Details Gopika Malhotra [HIDDEN TEXT] Show more Show less
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 Fintech Share your resume with email subject line – “Ref” FPSB India” Hiring Manager Details Kashyap Vyas, Balaji Ramamurthy kasyap@phubdo.com, balajir@phundo.com
Type: Full Time Location: Coimbatore Description: Company Name : VB Abundance Experience Level : 0–2 Years Industry : Financial Planning, Wealth Management, Personal Finance Advisory About The Company VB Abundance is a trusted name in the financial advisory space, founded by Vivekananddan A.S., who brings over 24 years of rich experience. The firm is dedicated to helping clients achieve financial balance, grow their wealth, and protect their families from financial uncertainties. VB Abundance is an ISO-certified firm, ensuring the highest standards of quality, professionalism, and ethical financial practices. As Certified Financial Planners (CFP®) and Independent Director, we have guided 1000+ clients toward achieving their life goals through disciplined planning, ethical advice, and evidence-based financial practices. Our mission is to empower individuals and families with personalized financial guidance, helping them make informed decisions and secure lasting prosperity. Website : Website: www.vbabundance.com Job Summary : This is an exciting opportunity for someone who is eager to grow, multitask, and contribute across multiple areas within our company. You will be a vital link between our firm and our valued clients — preparing reports, interacting with clients, and supporting senior planners while learning on the job. Who Should Apply : CFP® professionals or those actively pursuing CFP certification, passionate about financial planning and client success. Responsibility Prepare comprehensive and accurate financial planning reports, analyses, and recommendations for clients. Engage with clients directly to understand their financial goals, present reports, and answer queries, ensuring an excellent client experience. Support senior planners by contributing across multiple functions essential to a growing practice (research, client onboarding, documentation). Be a proactive team player willing to take on diverse tasks and assist in firm initiatives (workshops, financial literacy initiatives). Continuously seek to expand your knowledge and skills through mentorship, training, and exposure to real client cases. Requirement Education: MBA in Finance (Required). Certification: CFP® (Certified Financial Planner) — completed or actively pursuing is a significant advantage. Expertise & Skills: Solid knowledge of capital markets and investment principles; exceptional written and verbal communication skills; strong analytical and presentation abilities. Preferred CFP® certification completed (preferred). Pursuing CFP certification willing to do 1-year supervisory experience program. Prior internship or exposure to financial planning / wealth management (preferred). Salary Range : Based on experience and skillset.6lakhs/PA for freshers and 8lakhs/PA for experienced Incentives / Bonuses : Attractive incentives linked to client acquisition, goal achievement, and performance milestones. Learning Opportunities : Exposure to real client cases, mentoring from senior financial planners, workshops, and CFP® support. Other Benefits : Supportive team environment Email Subject Line Format : “Application – Junior Planner – CFP / VB Abundance” Hiring Manager Details VIVEKANANDDAN A.S., CFP® vivek@vbabundance.com / vivekananddanas@gmail.com
Type: Full Time Location: Bangalore / Chennai / Hyderabad / Vizianagaram Description: Company Name : HDFC Asset Management Company Limited Experience Level : 10 yrs Industry : Mutual Fund Sales About the Company : Mutual Fund - Asset Management - Sales / Channel Management Website : www.hdfcfund.com Job Summary : Responsible for sales and increasing the share of wallet for HDFC AMC, networking with clients and distributors to identify avenues for new business opportunities Who Should Apply : CFP® professionals, Candidates with sales experience in B2B and B2C segment handling channel partner sales / direct sales, wealth management professionals Responsibility Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of HDFC AMC across MF / PMS / AIF New client acquisition Increase AUM, Net Sales, and Market Share of HDFC AMC at the Branch Channel management across individual mutual fund distributors, national distributors and banks Ensure compliance with all regulatory requirements and company’s policies & processes at all times Requirement MBA – Finance (Full Time) / CFP Professionals Full-time Graduation Preferred : Experience in wealth management, B2C and B2B sales Salary Range : Above 10 lacs Incentives / Bonuses : Yearly Performance Related Pay - lumpsum amount Learning Opportunities : Mentoring, CFP® support, workshops, etc. Other Benefits : Health insurance, leave policy etc. Email Subject Line Format : Application – Manager / Senior Manager - Sales - HDFC AMC Reference: FPSB India Hiring Manager Details careers@hdfcfund.com
Type: Full Time Location: Coimbatore Description: Company Name : VB Abundance Experience Level : 02 Years Industry : Financial Planning, Wealth Management, Personal Finance Advisory About The Company VB Abundance is a trusted name in the financial advisory space, founded by Vivekananddan A.S., who brings over 24 years of rich experience. The firm is dedicated to helping clients achieve financial balance, grow their wealth, and protect their families from financial uncertainties. VB Abundance is an ISO-certified firm, ensuring the highest standards of quality, professionalism, and ethical financial practices. As Certified Financial Planners (CFP) and Independent Director, we have guided 1000+ clients toward achieving their life goals through disciplined planning, ethical advice, and evidence-based financial practices. Our mission is to empower individuals and families with personalized financial guidance, helping them make informed decisions and secure lasting prosperity. Website : Website: www.vbabundance.com Job Summary : This is an exciting opportunity for someone who is eager to grow, multitask, and contribute across multiple areas within our company. You will be a vital link between our firm and our valued clients preparing reports, interacting with clients, and supporting senior planners while learning on the job. Who Should Apply : CFP professionals or those actively pursuing CFP certification, passionate about financial planning and client success. Responsibility Prepare comprehensive and accurate financial planning reports, analyses, and recommendations for clients. Engage with clients directly to understand their financial goals, present reports, and answer queries, ensuring an excellent client experience. Support senior planners by contributing across multiple functions essential to a growing practice (research, client onboarding, documentation). Be a proactive team player willing to take on diverse tasks and assist in firm initiatives (workshops, financial literacy initiatives). Continuously seek to expand your knowledge and skills through mentorship, training, and exposure to real client cases. Requirement Education: MBA in Finance (Required). Certification: CFP (Certified Financial Planner) completed or actively pursuing is a significant advantage. Expertise & Skills: Solid knowledge of capital markets and investment principles; exceptional written and verbal communication skills; strong analytical and presentation abilities. Preferred CFP certification completed (preferred). Pursuing CFP certification willing to do 1-year supervisory experience program. Prior internship or exposure to financial planning / wealth management (preferred). Salary Range : Based on experience and skillset.6lakhs/PA for freshers and 8lakhs/PA for experienced Incentives / Bonuses : Attractive incentives linked to client acquisition, goal achievement, and performance milestones. Learning Opportunities : Exposure to real client cases, mentoring from senior financial planners, workshops, and CFP support. Other Benefits : Supportive team environment Email Subject Line Format : Application Junior Planner CFP / VB Abundance Hiring Manager Details VIVEKANANDDAN A.S., CFP [HIDDEN TEXT] / [HIDDEN TEXT]
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
Type: Full Time Location: Thane Description: Company Name : Value Wealth Experience Level : Minimum 4-5 years work experience Industry : Financial Planning, Wealth Management About the Company : Value Wealth is a Wealth Management Firm Managing 220 Cr of AUM from 500+ Families, Corporates spread across locations. Website : www.valuewealth.in Responsibility Managing Existing Ultra HNI/HNI/NRI Investor base Conduct Calendarised Portfolio Reviews for the assigned investor base & generating Upsale/Cross Sale and referrals Goal Planning/Financial Planning for existing as well as new referrals for conversion Leading New Client Acquisition and Existing Client RMs, Grooming them. AMC Liasoning and Preparing/updating Monthly Fund Recommendation list Requirement Graduate/PostGraduate with excellent communication skills & good undertanding of financial services & products NISM VA (Mutual Fund) Certification CFP Certification Preferred NISM & CFP Certification with Minimum 4-5 years work experience in AMC or Mutual Fund Distribution/Wealth Management setup Salary Range : 8.4 Lac to 12 lac Incentives / Bonuses : Performance based incentive upto 33% of the Fixed CTS calculated/reviewed monthly and paid quarterly (2.5 lac to 4 lac/annum) Learning Opportunities : On the job Financial Planning exposure, Team Management exposure, AMC Trainings, Product specific, Investor behavior, Macro environment specific trainings Other Benefits : 15 paid leaves in a year Email Subject Line Format : FPSB Applicant - Senior Relationship Manager Role Hiring Manager Details rajesh@valuewealth.in
Type: Full Time Location: New Delhi Description: Company Name : Hum Fauji Financial Services Pvt Ltd (Brand Name Hum Fauji Initiatives) Experience Level : 02 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 [HIDDEN TEXT]