Financial Planner

4 days ago

Mumbai Metropolitan Region, India airpay payment services Full time ₹ 6,00,000 - ₹ 18,00,000 per year

Job Title:
Manager/ Assistant Manager - Financial Planner

Job Level
: Mid-level

Report to
: CBO

Department
: Financial Products

Organization:
Airpay Money Pvt Ltd )

Location:
Gurgaon/ Bengaluru/ Mumbai

Job Summary
Responsible for managing client portfolios, conducting mutual fund and market research, and supporting

investment advisory activities. The role ensures accurate asset allocation, compliance with SEBI RIA

guidelines, and strong client servicing. Also will be responsible for managing client portfolios, conducting indepth investment research, supporting financial planning, and ensuring compliance with SEBI RIA guidelines.

The role requires strong analytical capability, product knowledge, market awareness, and the ability to

communicate investment strategies effectively to clients.

Key Responsibilities

  • Manage client portfolios aligned to risk profile, asset allocation, and financial goals.
  • Conduct research on mutual funds, equity products.
  • Provide investment recommendations, market updates, and fund manager insights.
  • Support client onboarding, financial planning, and documentation processes.
  • Maintain strong client relationships and handle queries with timely resolutions.
  • Ensure adherence to SEBI RIA regulatory guidelines and reporting standards.
  • Drive internal financial literacy and awareness initiatives.

Required Qualifications

  • Bachelor's degree in Finance, Commerce, Economics, Business Administration, or related field.
  • Mandatory: Certified Financial Planner (CFP) certification.
  • Mandatory: NISM Certifications relevant to the role (minimum 3–5 modules such as XB, XA, XV, XIX,XXIB etc.).
  • Preferred: MBA or PGDM in Finance.

Skills And Experience

  • 3–6 years of experience in financial planning, wealth management, securities markets, or financial training roles.
  • Portfolio Management, Mutual Fund Analysis, Investment Advisory.
  • Market Research & Technical Analysis.
  • Client Relationship Management.
  • Proficiency in Excel, PowerPoint.
  • Strong communication, analytical thinking, and attention to detail.

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