Paraplanner

Experience: - 2+ years in financial planning, portfolio planning / advice / portfolio analysis / in the mutual fund industry / multi-product experience / analysis experience necessary.

For Planner - SEBI regulations - A professional qualification or post-graduate degree or post graduate diploma (minimum two years in duration) in finance, accountancy, business management, commerce, economics, capital market, banking, insurance or actuarial science from a university or an institution recognized by the Central Government or any State Government or a recognized foreign university or institution or association or a CFA Charter from the CFA institute + NISM XA + NISM XB and 2 years relevant work experience necessary.

**Job description - Para Planner**

Coordinating new client onboarding process

Data gathering and Financial plan creation within agreed turnaround time lines and as per process checklists

Presentation of draft and final plans within agreed turnaround time lines

Portfolio reviews and recommendations within agreed turnaround time lines and as per process checklists

Presentation of portfolio reviews and investment recommendations/exits to clients within agreed turnaround time lines

Coordination with Senior Advisors and service team for implementation of advice within agreed turnaround time lines

Aid in queries linked to clients financial plan and/or portfolio recommendations

Financial planning software, risk profiling software housekeeping and portfolio reporting software integration with client reports

Research software integration for client reports

Maintenance of planning and review calendars

Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Planning Trends, Alternate Investments, Macro Economy, Global events)

Providing clients with information on new and existing products and schemes

Sharing the macro views on global/ local economy, and local /global financial markets with clients during meetings

Sharing research/investment updates with clients on an ongoing basis during meetings

Website content and social media content maintenance with planner insights.

**Job Type**: Permanent

**Salary**: ₹239,455.61 - ₹700,000.00 per year

Schedule:

- Day shift

**Experience**:

- total work: 2 years (required)

Ability to Commute:

- Camp, Pune, Maharashtra (required)

Ability to Relocate:

- Camp, Pune, Maharashtra: Relocate before starting work (required)

Work Location: In person

**Speak with the employer**
+91 9970193353