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Position Details:
Position Compliance & HR at Plan Ahead Wealth Advisor Pvt Ltd
Company Name Plan Ahead Wealth Advisor Pvt Ltd
Location Mumbai, India
Job Type Compliance & HR
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 : Plan Ahead is the Winner of the Best Investment Advisor 2016 by Outlook Money, India's leading personal finance magazine. Plan Ahead is a SEBI Registered Investment Advisor. Plan Ahead aims to add meaning to finances and time to clients' lives, by providing financial planning & wealth management solutions. It was established in 2003 by Vishal Dhawan and Shalini Dhawan. More details are available on

Job Location : Mumbai

Job Profile & Responsibilities : 

  •   To increase business by deepening existing client relationships
  •   To acquire new HNI clients and pursue new leads and prospecting
  •  Organizing customer meets / workshops involving presentations
  •   After acquiring client, analyzing client information and preparing investment plans best suited to individual clients' requirements
  •   Suggesting appropriate investments and plans to clients by completing risk profiling and detailed analysis and planning and review of clients' current wealth and portfolio under the guidance of investment advisor
  •   Monitoring the portfolio of clients and rebalancing on need basis and suggesting entry and exit strategy for the investors under the guidance of investment advisor
  •   Providing clients with information on new and existing products and schemes under the guidance of investment advisor
  •   Keeping himself updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Derivatives)
  •   Co-owning the AUM and Revenue targets of the company
  •   Coordinating with client servicing teams to ensure implementation of investments plan

Candidates Profile : 

  •   This is a field job which involves travelling in the city, so should be able to take sales initiatives and operate independently
  •   Should have an excellent track record of sales performance and achievement of revenue targets
  •   Should be able to monitor and deliver results on his targets
  •   Should have NISM MF certification; NCFM/ IRDA/CFP/CPA etc. would be desirable
  •   Experience in the area of broking / investment advisory/ capital markets would be an advantage
  •   Should be able to understand stock markets, debt markets, mutual funds, insurance and other assets such as Gold, Real Estate, Commodities
  •   Should possess thorough understanding of all relevant taxation and other laws relating to investments
  •   Should possess high level of interpersonal skills & be an effective team player
  •   Should have very good numerical and analytical skills and flair for finance/ financial markets

Qualification :  MBA/ post-graduation / any other professional qualification

Experience Relevant work experience of at least 3-4 years, sales experience as business development / relationship manager / advisor / planner

Salary : Salary will be commensurate with Industry standards, and will depend on work experience , educational qualifications and skills.

 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 12/09/2017

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