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Financial Planner

5 months ago


Kochi, India Square League Ventures Pvt Lt Full time

**Financial Planner - Square League Ventures Pvt Ltd (Cochin)**

**About Square league ventures Pvt Limited.**

Square league Ventures is one of Kerala's well known Portfolio management firms and also provides financial education services across the world. Square League has been featured in CEO insights magazine as one of top companies in India and also multiple times featured in the Hindu business line and Times of India as top start-ups from Kerala.

Square League had won many awards, grants and recognition from the state and central government since its inception. We have clients across 15 counties and our stakeholders are Kerala

Start up mission, IIM - Bangalore, IIM - Kozhikode, Stanford Business School, Times of India, BNI global and Rotary International.

**Responsibilities**:

- Financial planning of individual and business clients
- Portfolio management for mapped clients
- Revenue generations and fee collection
- Executing customer events and financial sessions with institutions
- Customer development according to KRA
- Meeting audit parameters for company

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹12,000.00 - ₹20,000.00 per month

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Performance bonus

Application Question(s):

- Qualification : BCom, BBA, BA Economics preferred
- Financial knowledge, Capital market knowledge
- Sales and relationship skills, Leadership skills

**Language**:

- English Fluently and having good communication skills (preferred)

**Speak with the employer**
+91 8129188854