Manager/Sr Manager - Financial Planning

Urgent opening for Manager/ Sr. Manager- Financial planning in a leading Investment Firm.

LOOKING FOR CANDIDATES WITH 5-6 YRS INTO FINANCIAL PLANNING

Location: Mumbai

Designation: Manager/ Sr. Manager

Qualifications

- Any Graduate; PG Added Advantage.

- Certified Financial Planning - CFP - Mandatory

Salary: 10-12 Lacs Fixed

Job Requirement:

- Understand various investments of Family Office clients, understand client requirement and give recommendations based on client suitability and risk profile.

- To assess products recommended by other service providers w.r.t. suitability in overall allocation

- Continuous monitor and track portfolios of FO clients and recommend changes if needed. Monitoring and tracking of the implementation of the plans and giving support to FAs for the same

- Coordination with FA and compliance for FO agreements and Investment policy statements

- Prepare monthly/quarterly reports for FO clients within TAT

- Accompanying FAs for client meetings for plan presentation

Interested candidates can send your resume at consult@hcapital.in

Manju Radhakrishna
hCapital