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Position Details:
Position Sr. Consultant @ Transcend Consulting (I) Pvt Ltd
Company Name Transcend Consulting (I) Pvt Ltd
Location MUMBAI, India
Job Type Sr. Consultant
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 : We are among the oldest and premier Financial Planning & Wealth Management firm. We enjoy goodwill & high reputation with HNI families for whom we have been working for over 11 years and providing a multitude of services. We provide one of the best work environment ensuring balance of work, life, compensation and growth. Collective experience of all consultants provides an excellent learning ground.

Job Location : Mumbai, Nariman Point

Job Profile & Responsibilities :

  •      Preparation of Financial Plans & working with Jr. Consultant.
  •      Leading the plan presentation & all client communication.
  •      Preparing investment plans & strategy for growth.
  •      Client relationship management.
  •      Overlooking reviews and conduct meetings with clients.
  •      Doing research in various investment options.
  •      Ongoing query resolutions and advice to clients.

 Qualification :  CFP / CWM and similar

Experience : 2 – 3 years relevant experience.

Salary : Rs. 2.40 lakhs to Rs. 4.80 lakhs p.a. + highly lucrative annual bonus

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 26/08/2017

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