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Position Details:
Position Para Financial Planners @ Financial Artists
Company Name Financial Artists
Location Mumbai, India
Job Type Para Financial Planners
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 Website :

Company Profile : “Financial Artists” is a 10 year old company which operates in the area of financial planning, training and has a team of 65 sub brokers.

Job Location : Dadar

Job Profile & Responsibilities : 

  • Addressing Clients and Sub borker's requests through telephone and email.
  • shall be necessarily a female candidate with CFP qualification / pursuing, 1-2 yrs of exp in making and implementing financial plans
  • Keeping track of client and sub broker's profiles and tracking data documentation of various investment products.
  • Client acquisition and ability to execute financial plans. 4. Creating appropriate updates on the website and other social media platforms, as required.
  • Updating spreadsheets and database entries as required.
  • Maintaining office operations for all areas of business.
  • Partnering with office boys, administration staff to ensure successful functioning of all systems, processes and business operations.

Candidates Profile 

About expectations from the candidate: “Adapt to our culture and build relationships”

  • “Able to assertively do client follow-up”
  • “Attention to Detail” and “Comfortable” with numbers. Preferably 1+ years work experience in Financial Services industry.
  • Experience in mutual funds / stock broking /insurance preferred.
  • Knowledge of MS Excel with basic formulae. Fluency with MS Word and Email usage.
  • Good grasp of written and verbal English.

Salary : Commensurate PLUS annual performance incentive. 

About the selection process : 
HR round, Functional round, Final round.

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 19/06/2017

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