Certified Financial Planner

2 months ago


Hyderabad, India Guardian Capital Investment Advisors Pvt ltd Full time

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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