Who should apply?: Anyone who wants to build a career in Financial Planning and Wealth Management . Job Summary: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. Responsibilities and Duties: - Client onboarding including KYC, data gathering, documentation and registration - Assist in preparation of Risk Profile, Investment Policy and Financial Plan - Setup and attend Client Meetings, Prepare meeting notes and related follow ups - Investment research, Initiate and track investment transactions - Monitoring and reporting of client reports, capital gains statement and CAS reconciliation - Track, follow up, communicate and solve client queries - Maintain working sheets, checklist and assist in SEBI RIA compliance - Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction Qualification: - Graduate/Postgraduate in any stream - CFP or Pursuing CFP or NISM XA /XB Certified Experience: - 0-1 year with MFD or CFP or Paraplanner for anyone who wants to upgrade their career to Financial Planning and Wealth Management - Experience of working with NRIs preferred Key Skills: - Self starter, passionate to help clients achieve their goals - MS Excel, MS Word, MS PowerPoint Other: - Building a career in Wealth Management requires long term commitment - Insurance benefit will start after completion of 1 year Job Types: Full-time, Permanent Pay: ₹24,000.00 - ₹26,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid time off Schedule: Day shift Application Question(s): How far do you live from Shyamal Cross Roads (in km)? License/Certification: CFP / Pursuing CFP or have passed / pursuing NISM X-A / X-B? (Required) Location: Ahmedabad, Gujarat (Required) Work Location: In person
Who should apply?: Anyone who wants to build a career in Financial Planning and Wealth Management . Job Summary: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. Responsibilities and Duties: - Client onboarding including KYC, data gathering, documentation and registration - Assist in preparation of Risk Profile, Investment Policy and Financial Plan - Setup and attend Client Meetings, Prepare meeting notes and related follow ups - Investment research, Initiate and track investment transactions - Monitoring and reporting of client reports, capital gains statement and CAS reconciliation - Track, follow up, communicate and solve client queries - Maintain working sheets, checklist and assist in SEBI RIA compliance - Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction Qualification: - Graduate/Postgraduate in any stream - CFP or Pursuing CFP or NISM XA /XB Certified Experience: - 0-1 year with MFD or CFP or Paraplanner for anyone who wants to upgrade their career to Financial Planning and Wealth Management - Experience of working with NRIs preferred Key Skills: - Self starter, passionate to help clients achieve their goals - MS Excel, MS Word, MS PowerPoint Other: - Building a career in Wealth Management requires long term commitment - Insurance benefit will start after completion of 1 year Job Types: Full-time, Permanent Pay: ₹24,000.00 - ₹26,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid time off Schedule: Day shift Application Question(s): How far do you live from Shyamal Cross Roads (in km)? License/Certification: CFP / Pursuing CFP or have passed / pursuing NISM X-A / X-B? (Required) Location: Ahmedabad, Gujarat (Required) Work Location: In person
Who should apply?: Anyone who wants to build a career in Financial Planning and Wealth Management . Job Summary: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. Responsibilities and Duties: - Client onboarding including KYC, data gathering, documentation and registration - Assist in preparation of Risk Profile, Investment Policy and Financial Plan - Setup and attend Client Meetings, Prepare meeting notes and related follow ups - Investment research, Initiate and track investment transactions - Monitoring and reporting of client reports, capital gains statement and CAS reconciliation - Track, follow up, communicate and solve client queries - Maintain working sheets, checklist and assist in SEBI RIA compliance - Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction Qualification: - Graduate/Postgraduate in any stream - CFP or Pursuing CFP or NISM XA /XB Certified Experience: - 0-2 year with MFD or CFP or Paraplanner for anyone who wants to upgrade their career to Financial Planning and Wealth Management - Experience of working with NRIs preferred Key Skills: - Self starter, passionate to help clients achieve their goals - MS Excel, MS Word, MS PowerPoint Other: - Building a career in Wealth Management requires long term commitment - Insurance benefit will start after completion of 1 year Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹30,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid time off Application Question(s): How far do you live from Shyamal Cross Roads (in km)? License/Certification: CFP / Pursuing CFP or have passed / pursuing NISM X-A / X-B? (Required) Location: Ahmedabad, Gujarat (Required) Work Location: In person
Who should apply?: Anyone who wants to build a career in Financial Planning and Wealth Management . Job Summary: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. Responsibilities and Duties: - Client onboarding including KYC, data gathering, documentation and registration - Assist in preparation of Risk Profile, Investment Policy and Financial Plan - Setup and attend Client Meetings, Prepare meeting notes and related follow ups - Investment research, Initiate and track investment transactions - Monitoring and reporting of client reports, capital gains statement and CAS reconciliation - Track, follow up, communicate and solve client queries - Maintain working sheets, checklist and assist in SEBI RIA compliance - Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction Qualification: - Graduate/Postgraduate in any stream - CFP or Pursuing CFP or NISM XA /XB Certified Experience: - 0-2 year with MFD or CFP or Paraplanner for anyone who wants to upgrade their career to Financial Planning and Wealth Management - Experience of working with NRIs preferred Key Skills: - Self starter, passionate to help clients achieve their goals - MS Excel, MS Word, MS PowerPoint Other: - Building a career in Wealth Management requires long term commitment - Insurance benefit will start after completion of 1 year Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹30,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid time off Application Question(s): How far do you live from Shyamal Cross Roads (in km)? License/Certification: CFP / Pursuing CFP or have passed / pursuing NISM X-A / X-B? (Required) Location: Ahmedabad, Gujarat (Required) Work Location: In person
Who should apply?: Anyone who wants to build a career in Financial Planning and Wealth Management . Job Summary: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. Responsibilities and Duties: - Client onboarding including KYC, data gathering, documentation and registration - Assist in preparation of Risk Profile, Investment Policy and Financial Plan - Setup and attend Client Meetings, Prepare meeting notes and related follow ups - Investment research, Initiate and track investment transactions - Monitoring and reporting of client reports, capital gains statement and CAS reconciliation - Track, follow up, communicate and solve client queries - Maintain working sheets, checklist and assist in SEBI RIA compliance - Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction Qualification: - Graduate/Postgraduate in any stream - CFP or Pursuing CFP or NISM XA /XB Certified Experience: - 0-2 year with MFD or CFP or Paraplanner for anyone who wants to upgrade their career to Financial Planning and Wealth Management - Experience of working with NRIs preferred Key Skills: - Self starter, passionate to help clients achieve their goals - MS Excel, MS Word, MS PowerPoint Other: - Building a career in Wealth Management requires long term commitment - Insurance benefit will start after completion of 1 year Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹30,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid time off Application Question(s): How far do you live from Shyamal Cross Roads (in km)? License/Certification: CFP / Pursuing CFP or have passed / pursuing NISM X-A / X-B? (Required) Location: Ahmedabad, Gujarat (Required) Work Location: In person
Job Summary: To support investment advisory business, client service, general office management, accounting, compliance, query resolution, reporting, etc. ensuring the practice runs smoothly and compliantly Responsibilities and Duties: - Client onboarding including KYC, data gathering, documentation and registration - Setup Client Meetings, Prepare meeting notes and related follow ups - Track and follow up on inquiries as well as Initiate and track investment transactions - Monitoring and reporting of client reports, capital gains statement and CAS reconciliation - Track, follow up, communicate and solve client queries - Record keeping and maintain business and client's personal accounts in Tally - Maintain working sheets, checklist and assist in SEBI RIA compliance - Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction Qualification: - Graduate/Postgraduate in any stream Experience: - Minimum 2 years of Accounting and administration experience - Experience of working with Mutual Fund Distributor or Registered Investment Advisor or other investment intermediary or investment field is preferred Key Skills: - Tally Accounting Software - MS Excel, MS Word, Email, Internet Other: - Insurance benefits starts after 1 year - Part time / Flexible okay for experienced candidates Job Types: Full-time, Part-time, Permanent Pay: ₹15,000.00 - ₹25,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid time off Application Question(s): How far do you live from Shyamal Cross Roads (in km)? Are you currently working? Please provide your current and expected CTC. Are you looking for a full time or a part time job? If part time, provide preferred time. Do you have any experience of working in mutual fund or investment industry? If yes, how many years? Experience: Accounts and/or Administration: 2 years (Required) Location: Ahmedabad, Gujarat (Required) Work Location: In person
Job Summary: To support investment advisory business, client service, general office management, accounting, compliance, query resolution, reporting, etc. ensuring the practice runs smoothly and compliantly Responsibilities and Duties: - Client onboarding including KYC, data gathering, documentation and registration - Setup Client Meetings, Prepare meeting notes and related follow ups - Track and follow up on inquiries as well as Initiate and track investment transactions - Monitoring and reporting of client reports, capital gains statement and CAS reconciliation - Track, follow up, communicate and solve client queries - Record keeping and maintain business and client's personal accounts in Tally - Maintain working sheets, checklist and assist in SEBI RIA compliance - Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction Qualification: - Graduate/Postgraduate in any stream Experience: - Minimum 2 years of Accounting and administration experience - Experience of working with Mutual Fund Distributor or Registered Investment Advisor or other investment intermediary or investment field is preferred Key Skills: - Tally Accounting Software - MS Excel, MS Word, Email, Internet Other: - Insurance benefits starts after 1 year - Part time / Flexible okay for experienced candidates Job Types: Full-time, Part-time, Permanent Pay: ₹15,000.00 - ₹25,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid time off Application Question(s): How far do you live from Shyamal Cross Roads (in km)? Are you currently working? Please provide your current and expected CTC. Are you looking for a full time or a part time job? If part time, provide preferred time. Do you have any experience of working in mutual fund or investment industry? If yes, how many years? Experience: Accounts and/or Administration: 2 years (Required) Location: Ahmedabad, Gujarat (Required) Work Location: In person