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Position Details:
Position Business Development Executive @ Manek Financial Advisors Pvt. Ltd.
Company Name Manek Financial Advisors Pvt. Ltd.
Location Mumbai, India
Job Type Business Development Executive
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 have sound knowledge on financial planning process & allied financial areas.
  • Develop and support strategic marketing plans and initiatives to support business goals.
  • Attracts potential customers by meeting them, answering inquiries & suggesting information about other products and services.
  • Participate in Competitive Intelligence data gathering and analysis and also assists the financial planner(s) in maintaining a compliant practice.
  • Consistent follow-up and tracking of communications with existing clients & follow communication procedures, guidelines & policies.
  • Track effectiveness of marketing strategies, and assist with new initiatives and community relationships.
  • Prepares documents and presentations, schedules clients meetings and creates gathers and organizes Build relationships with new and existing clients & answer income correspondence via phone and email collateral for clients meetings.
  • Provides fee planning, investment & insurance processing support follows up with clients on outstanding payments & Tracks fees paid and contracts signed.
  • Maintains client records, CRM database, and compliance files & handle sensitive, confidential information with discretion.
  • 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 the 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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