Good Moneying

About the job: Key responsibilities: 1. Work on writing and reviewing financial/investment plans, with or without the guidance of the Chief Financial Planner. 2. Aid clients in implementing financial plans and investing in products such as mutual funds, insurance, bonds, and other advised financial instruments. 3. Oversee investments and advisory platforms/software to ensure efficient and effective management and serve the client. 4. Act as a Relationship Manager, providing continuous support to clients in coordination with the Operations team. 5. Take care of the Compliance formalities related to the client's financial planning, and support the operations team in completing documents for SEBI Compliance and Audit. 6. Maintain clear and professional communication with clients, the software support team, and other relevant parties via email and phone. 7. Keep updating and be aware of the new investment products, and other instruments by doing research on market products using both in-house and publicly available software and tools, and attending training and Seminars 8. Attending prospect calls and closing the leads online, helping salespeople to close leads offline too. Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 2,00,000 - 3,60,000 /year Experience: 1 year(s) Deadline: 2025-06-11 23:59:59 Skills required: MS-Excel, Effective Communication and Financial planning Other Requirements: 1. Should be a graduate with a good understanding of the financial planning concept. 2. Professional certification like CFP, CWM, or NISM XA+XB is a must. 3. Good communication skills in English and Hindi. 4. Should be proficient in computers and the internet. 5. Research-oriented and analytical aptitude. About Company: Good Moneying Wealth Planners Pvt Ltd is a fee-based boutique personal financial planning Company, which caters to clients across the globe. We are SEBI Registered Investment Advisors. We have a range of clients from salaried, NRIs, business persons to retired. It was founded by Mr. Manikaran Singal, who is a certified financial planner and Chartered Estate and Tax Planner. He has 20 years of work experience. We generally work on the online model and serve clients remotely/virtually. We are one of the most respected Personal finance blogs in the Industry. Core business activities include blogging, financial planning, investment advisory services, and financial literacy seminars.