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Position Details:
Position Team Leaders – Financial Planning @ HFI Wealth Creators Pvt Ltd
Company Name HFI Wealth Creators Pvt Ltd
Location Delhi, India
Job Type Team Leaders – Financial Planning
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 Name : HFI Wealth Creators Pvt Ltd (Brandname: Hum Fauji Initiatives)

Company Profile : Hum Fauji Initiatives operates in the niche clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2008 certified company.

We undertake comprehensive financial planning, investments in mutual funds, bonds, fixed deposits, etc and also provide other services like income tax returns filing, Wills & Trusts formation services, insurance packages and loans. The product and service portfolio is being constantly expanded. Candidates with experience in any or more of these verticals will have an edge in the selection process.

We place UTMOST emphasis on ethics, values and client service, and these are what guide our core philosophy of business. We expect our team members to abide by these values always and all the time. The company has an absolute Zero Tolerance policy on these issues.

Job Location : Dwarka, New Delhi

Job Profile & Responsibilities : 

  • The person would be responsible for handling a team of 4-8 Associate Financial / Investment Planners and should be absolutely well versed with personal finance field. While he/she would also handle a certain number of clients directly, the complete responsibility for leading, directing and guiding the team is a more important part of the job. The performance and productivity of the team members will be the responsibility of the Financial Planner.
  • Candidates who have the aptitude and attitude of leading a team of Financial Planners only need to apply for this job. The job involves a good understanding of behavioural finance, ability to guide and mentor team members, go into intricate financial calculations and considerations using excel and financial planning software, and meticulously follow client’s goals over years to make him reach the same. The job involves client servicing of the highest order, ensuring high productivity of the team and keeping up the morale and team-spirit of the team he leads.
  • We would be looking for candidates who are well aware of the domestic and international economic and current affairs from the perspective of managing clients’ personal finance, can analyse financial data and situations, and brief and conduct presentations for teams on analysis of personal finance topics.
  • Very good command over written English, fair command over spoken English, positive attitude towards client service, maturity and soft-spoken demeanor are extremely important for the job and are non-negotiables. There is no sales or marketing aspect associated with this position as at now.

Candidates Profile 

Qualification :  
CFPCM with good grades in all the five modules or matching qualifications. At least Graduation, preferably in a financial discipline. MBA and MBA (Finance) would be given a preference. A good academic record is essential.

Experience : Minimum two years’ experience in financial industry with at least one year’s experience in a financial planning firm having made financial plans and investment portfolios himself / herself and interacted with clients on a one-to-one basis. Preference will be given to candidates who have been in similar positions earlier in a financial company.

Salary : Will match up or exceed industry standards

Additional Details : Liberal incentives, EPF, great working environment, value-based client dealings, a sophisticated and elite niche clientele, absolutely NO sales function, great learnings everyday and part of a company which is growing at 100-200% year-on-year are the icing on the cake.

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 27/06/2017

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