Associate Finance Plannner

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- By the Faujis. For the Faujis JD: Associate Financial Planners **_

**At Hum Fauji Financial Services Pvt Ltd (Brand Name - **Hum Fauji Initiatives _©_ **)**

Hum Fauji Initiatives© operates in the niche clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2015 certified company.

We place UTMOST emphasis on ethics, values and client service, and these are what guide our core philosophy of business. We expect our team members to abide by these values always and all the time. The company has an absolute Zero Tolerance policy on these issues.

**Position**:Associate Financial Planner.

XA/NISM XB having done at least two modules would be desirable. The modules passed should be with good grades. MBA and MBA (Finance) would be given a preference. A good academic record is important with minimum 60% aggregate in 10th Class, 12th Class and Graduation - _grades attained in school and colleges need to be mentioned in the CV._

**Working Environment in the company**:We believe in an open and informal working environment.
There’s a lot of emphasis on continuous learning, and large number of internal and external knowledge sessions keep taking place in the company. Work-life balance is another important parameter on which we measure our success.
- Translate the investment or retirement plans into specific product plan
- Implement the product plans and monitor the investment process.
- Once investment is done, the same needs to be monitored on a regular basis with performance of the invested asset and goal attainment as the criterion, and a report given to the client.
- To carry out regular re-balancing of the portfolio as and when required.
- To sort-out all the financial issues of the clients.

**Job Specifications**:
The job involves a deep understanding of behavioural finance, ability to guide and mentor team members, capacity to go into intricate financial calculations and considerations using excel and/or financial planning software, work against time and then meticulously follow client’s goals over years to make him reach the same. The job can be intriguing, demand utmost patience and client servicing
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- Hum Fauji Initiatives _©. An ISO 9001:2015 Company. _
- 2nd Floor, Bimal Plaza, Near Kotak Mahindra Bank, Pocket 4 Market, Sector 11, Dwarka, New Delhi-110075. _
- Landline: 011 - 4081 4681 (30 Lines) _

Website | YouTube | Blog | Facebook | Twitter | LinkedIn
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There is no sales or marketing functions associated with this position.**Interview process**_

: IQ Test, General written test, Financial written test, Excel Test, Interview rounds.
- **Positive attitude.** Takes on challenges that are put in front of him/her with the right mentality and positivity.
- **People-first.** Ability to provide exceptional, proactive client service. Appreciates diversity of ideas and excels in a team environment.
- Demonstrates analytical and problem-solving skills with attention to details.
- Excellent verbal communication skills (Hindi and English) and written communication skills

(English).
- Demonstrated ability to manage multiple tasks at the same time.

224.

In case of any urgency, Mrs Bindu Govila, COO of the company can be contacted on 9999 777 696.
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- Hum Fauji Initiatives _©. An ISO 9001:2015 Company. _
- 2nd Floor, Bimal Plaza, Near Kotak Mahindra Bank, Pocket 4 Market, Sector 11, Dwarka, New Delhi-110075. _
- Landline: 011 - 4081 4681 (30 Lines) _

Website | YouTube | Blog | Facebook | Twitter | LinkedIn

**Salary**: ₹265,000.00 - ₹372,000.00 per year

**Benefits**:

- Health insurance
- Life insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Quarterly bonus
- Yearly bonus

Ability to commute/relocate:

- New Delhi, Delhi: Reliably commute or planning to relocate before starting work (required)

**Speak with the employer**
+91 9711504530