Placements

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Position Details:
Position Client Associate @ Ajax Ventures Private Limited
Company Name Ajax Ventures Private Limited
Location MUMBAI, India
Job Type Client Associate
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 : Ajax Ventures Private Limited is a Private incorporated on 03 January 2017. It is classified as Non-govt company and is registered at Registrar of Companies, Mumbai. Its authorized share capital is Rs. 500,000 and its paid up capital is Rs. 120,000.It is inolved in Business activities n.e.c.

Job Location : Mumbai

Candidates Profile :

  •  CFP / Graduate with at least 2 years of work experience preferably by in financial services)
  • Candidate should be proactive & presentable with good writing and communication skills and possess good knowledge of capital markets
  • Conversant with MS Office Suite – Word, Powerpoint, Excel

Job Profile & Responsibilities :
 
 The job will evaluate researching on various mutual funds, to arrive at a suitable list of funds to be recommended to HNI clients/investors.


• Financial Planning for clients basis their risk profile, financial goals, existing assets and savings.

• Interaction with various Mutual Fund providers.

• Client Portfolio Updates and Reviews.

• Working together with the Co-founders for strategic initiatives for growth of organization.

• Ensuring smooth execution of client transactions.

• Reconciliation of revenues.

• New client acquisitions.

Salary : 2 – 3 lacs p.a.

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 11/08/2017

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