Certified Financial Planner

6 days ago

Remote, India Vibrant Securities Pvt Ltd Full time

**JOB ROLE - FINANCIAL PLANNER**

Vibrant Securities is a leading Mumbai based financial services company with proven expertise and offering services in Stock Broking, Derivatives, Mutual Funds, Securities Lending & Borrowing (SLB), Corporate Fixed Deposits and Stock Market Training to corporate, high net worth individuals and retail clients.

**Company Location**: Fort, Mumbai
**Experience**: Minimum 5 years

**Age Limit**:35+

**Eligibility**: Minimum graduate, Preferably CFA Level I/II completed and or CFP completed.

**Salary **:Maximum 4 Lakh Per Annum

**Contact Person: Smruti Dalvi**

**Responsibilities**:

- Maintaining updated knowledge about Financial markets & current events.
- Knowledge of mutual funds, equity markets, insurance and other financial instruments thereby analyzing and assessing market information.
- Collating and interpreting Company data to facilitate stock investment recommendations.
- Coordinating with the clients for their respective Equity & MF Portfolio reviews.
- Updating the clients about the new products and services through mailers.
- Tracking quarterly performance of Mutual Funds for client recommendation.
- **Preparation of Quarterly Research Reports for different categories of Mutual Funds.**
- Preparing financial plans **and Retirement Solutions** for individuals.
- Client Consultation: Conduct thorough face-to-face or online interaction with clients to understand their financial goals, risk tolerance, and current financial situation.
- Handling other miscellaneous tasks, if any

**Requirements**:

- Hybrid or work from home.
- Good experience and excellent verbal and written communication skills.
- Strong analytical skills, attention to detail, and a deep understanding of financial markets and regulations.
- Strong knowledge of financial planning principles, investment strategies, and risk management.
- Excellent analytical and problem-solving skills.
- Ability to effectively communicate complex financial concepts to clients.
- Knowledge of buying and selling shares in terminal.
- Excellent knowledge of **MS Office including MS Word, Excel, and PowerPoint.**

Pay: ₹350,000.00 - ₹400,000.00 per year

**Benefits**:

- Food provided

Schedule:

- Day shift

Supplemental pay types:

- Yearly bonus

**Experience**:

- total work: 5 years (preferred)

Work Location: Remote

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