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Position Details:
Position Investment Advisors @ Family First Capital Advisors Pvt. Ltd..
Company Name Family First Capital Advisors Pvt. Ltd
Location Mumbai, India
Job Type Investment Advisors
Job Description

Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.


Company Profile Family first capital advisors Pvt Ltd is a wealth management company assisting clients to fulfill their wealth management needs. We cater to HNIs and family offices. We have been exploring every aspect of personal finance which can help us serve our clients in a better way. We follow complete open Architecture platform where client’s needs are paramount then products. We bring best in class products and suggest them only if it fulfills clients need. Our approach encompasses a wider range of services essential to successful wealth management.

• Family Governance
• Investment Management
• Coordinating Asset Managers and Banks
• Advanced Financial Planning
• Trust and Estate Planning
• Philanthropic Support
• Administration and Family Accounting

Job Profile & Responsibilities :

  • Responsible for catering the investment needs of clients by providing them Need & Research based advises
  • Interfacing all queries of clients and understanding their investment needs
  • Taking care of portfolios of clients and providing them Investment solutions
  • Generating business from the existing accounts and achieving profitability and increased sales growth, identifying prospective business and establishing strategic partnership & alliances
  • Manage wealth & retail clients through client visits, provide financial investment advisory to the clients and achieve revenue target.
  • Advise clients on their product requirement to maximize their investments.
  • Develop new relations through referencing & other sources.
  • Arrange Investor education Camps to spread Financial awareness
  • Provide Market feedback (new product, pricing, competitor’s activity etc).

Candidates Profile :

  • Candidate should have experience of managing / acquiring wealth & retail Customers.
  • CFP/MBA /CFA with 2+ years’ experience in mass affluent customers.
  • Must know MS Office i.e. Excel, word, PPT etc
  • Should have good command over English
  • Fresher can also apply for the Job. Candidates will be evaluated based on their intellect and zeal
  • Preferred industry – Banking / Wealth Management Firms/Broking. 

Company Website : www.familyfirstcapital.com

Salary Details :
 1.8lacs to 5lacs (Commensurate with experience) + Incentives

Additional Details : CFP, MBA, B.com Fresher & 2-3 year Experience

Interested candidates can mail their updated resumes at “Placement@fpa.edu.in with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 19/04/2017

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