Financial Coach

2 days ago

Mumbai, Maharashtra, India Plantrich Consultancy LLP Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Job Title -
Financial Planner

Job Location
- Mumbai

Company Profile - PlantRich Consultancy LLP
is a distinguished boutique investment solutions firm dedicated to empowering individuals, families, and businesses in their wealth-creation journey. We focus on simplifying investments through investment solutions, disciplined execution, and ongoing portfolio support. By combining expertise with a strong client-centric approach, we ensure that our strategies are practical, transparent, and sustainable. Our aim is to help clients stay financially disciplined, make informed investment choices, and work confidently towards their long-term goals.

The scope of work -

  • Understand clients' financial profiles, including income, expenses, assets, liabilities, and goals.
  • Suggest suitable
    investment opportunities
    (e.g., equity and debt mutual funds, insurance products, and other regulated financial instruments) in line with client needs and risk appetite.
  • Assist clients in implementing investments and carrying out transactions seamlessly.
  • Conduct periodic
    portfolio reviews
    to ensure alignment with long-term objectives.
  • Share timely updates on investment options, regulations, and market developments.
  • Provide compliance support and ensure smooth documentation.
  • Build and nurture strong, long-term client relationships through consistent engagement and trust.

Desired Qualifications & Skill Required -

  • B. Com., MBA Finance.
  • Financial Planning / Wealth Management Experience of 2+ Years
  • Excellent Communication Skill (both written/oral)
  • Advanced Knowledge of Excel, Power point, Word
  • Additional Qualification CFP / CWM / QPFP

Remuneration -

As Per Industry Standards (to be discussed with selected candidates)

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