Wealth Executive - Financial Planning

Job Description

Who should apply?: Anyone who wants to build a career in Financial Planning and Wealth Management . Job Summary: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. Responsibilities and Duties: - Client onboarding including KYC, data gathering, documentation and registration - Assist in preparation of Risk Profile, Investment Policy and Financial Plan - Setup and attend Client Meetings, Prepare meeting notes and related follow ups - Investment research, Initiate and track investment transactions - Monitoring and reporting of client reports, capital gains statement and CAS reconciliation - Track, follow up, communicate and solve client queries - Maintain working sheets, checklist and assist in SEBI RIA compliance - Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction Qualification: - Graduate/Postgraduate in any stream - CFP or Pursuing CFP or NISM XA /XB Certified Experience: - 0-1 year with MFD or CFP or Paraplanner for anyone who wants to upgrade their career to Financial Planning and Wealth Management - Experience of working with NRIs preferred Key Skills: - Self starter, passionate to help clients achieve their goals - MS Excel, MS Word, MS PowerPoint Other: - Building a career in Wealth Management requires long term commitment - Insurance benefit will start after completion of 1 year Job Types: Full-time, Permanent Pay: ₹24,000.00 - ₹26,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid time off Schedule: Day shift Application Question(s): How far do you live from Shyamal Cross Roads (in km)? License/Certification: CFP / Pursuing CFP or have passed / pursuing NISM X-A / X-B? (Required) Location: Ahmedabad, Gujarat (Required) Work Location: In person