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Certified Financial Planner
2 months ago
Location: Hyderabad, India
Qualification: Undergraduate degree, IA designation (Investment Advisor I and II exams)/ NISM series V-A Mutual fund Distributors Certificate Examination.
Experience: At least 2 years of experience preferred
**Responsibilities**:
- Client onboarding, transaction execution across MFU, BSE Star MF and PMS houses (online/offline)
- Client queries resolution across all asset classes within specified turnaround time.
- Interacting with Mutual Fund and PMS houses, custodian etc., for reports and query resolution.
- Portfolio monthly report generation.
- Portfolio research and provide key insights for client meetings.
- Assist in conducting research on equities and mutual funds; create financial models, graphs etc., to showcase research.
**Skills**:
- Experienced with using MS Office - specifically Excel and PowerPoint.
- Good Googling skills - Knowledgeable about using the internet to conduct research.
- Excellent written and verbal communication skills in English.
Salary range: 4.5L to 6L
Bonusing / Incentives: Quarterly incentives based on performance and company achievements.
**Salary**: ₹450,000.00 - ₹600,000.00 per year
**Benefits**:
- Health insurance
Schedule:
- Morning shift
Supplemental pay types:
- Quarterly bonus
Ability to commute/relocate:
- Hyderabad, Hyderabad - 500034, Telangana: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91-XXXXXXXXXX
Application Deadline: 31/01/2023
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