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Position Details:
Position Para Financial Planner at Financial Artists
Company Name Financial Artists
Location Mumbai, India
Job Type Para Financial Planner
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 : Mumbai. Location @ Dadar-East, 2 mins from rly. stn.

Job Profile & Responsibilities : 

  •  Addressing Clients and Sub broker’s requests through telephone and email.
  •  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.
  •  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 relationship
  • Able to assertively do client follow-u
  • “Attention to Detail” and “Comfortable” with numbers
  • Preferably 1+ years work experience in Financial Services industry
  • Experience in mutual funds/stockbroking /insurance preferred
  • Knowledge of MS Excel with basic formulae
  • Fluency with MS Word and Email usage
  • Good grasp of written and verbal English.

Salary : Fresher – 10kpm. Experienced 12-25kpm depending on caliber.

Additional Details : 3 rounds of interviews: 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 04/10/2017

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