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Position Details:
Position Senior Financial Planner @ Manek Financial Advisors Pvt. Ltd.
Company Name Manek Financial Advisors Pvt. Ltd.
Location Mumbai, India
Job Type Senior Financial Planner
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 Manek is a SEBI registered financial planning and financial investment advisory company based in Mumbai, India. Though the name Manek is 16 years old, the enterprise is in existence since 1976. We are known for astute financial planning, wealth management and flawless investment services. Some of our clients are with us for the last 40 years. We thank all our clients for the trust they have shown in Manek Financial, all our employees for their sincerity, and the Almighty for His blessings. We want to make every client of ours wealthy through intelligent investments

Job Profile & Responsibilities : 

  • Candidate must comply with RIA Regulations.
  • Must work as an intermediary between company and client.
  • Must have sound knowledge on financial planning process & allied financial areas.
  • Analysis and access the client’s overall financial situation, understand their requirements and develop a solid financial plan.
  • Provide financial guidance to the client & make recommendations on how to best optimize their money in planned manner to achieve their short term & long term goals.
  • Accuracy, attention to detail and ability to explain complex information clearly and simply.
  • Candidate must have Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, Documentation Skills, Resolving Conflict, Analyzing Information and Multi-tasking.
  • Need to Initiate clients meetings, plan presentations and continues interaction with the client in relation to the financial planning process.
  • Develop strong relationship with the team members by giving them guidance and motivation.

Candidates Profile : 

  • Candidate must be Graduate/Post Graduate in any stream with a penchant for knowledge and a burning desire to learn.
  • Has sound financial product knowledge and basic concepts about personal financial planning.
  • He must be CFP certified with the experience of 3-5 years on financial planning and allied financial areas.
  • The candidate needs to be proficient in Excel ,computer /Internet.
  • The candidate should be able to competently & independently be able to perform all functions.
  • We are looking for the candidattes with excellent oral and written communication skill in English.

Additional Details : If you are interested in working with Manek Financial Advisors Pvt. Ltd. mention in your email a) weather you are looking to work on a full time or part time basis and b)when you are able to commence employment.

Salary : As per the industry standards.

Company Website :

Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 20/04/2017

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