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Position Details:
Position Financial Planner @ Beyond Life Financial Services LLP
Company Name Beyond Life Financial Services LLP
Location Mumbai, India
Job Type Financial Planner
Job Description

Company Website :

Company Profile : Beyond Life is a specialist financial planning and wealth management company. Started in 2003 by Ravi Jethani the company is today is one the fastest growing companies in the financial planning space. We are a team of 40, totally committed to client interest and excellence in customer service with presence in Mumbai, Delhi and Pune.

Job Profile & Responsibilities : 

  • Meet & review existing client portfolios.
  • Follow through on recommendations.
  • Build new business through referrals.
  • Maintain regular client contact & build lasting relationships.

Candidates Profile : 

  • CFP certification through regular pathway Or MBA Finance.
  • Minimum 3 years experience in handling HNI clients (portfolio over 1 Cr.) in wealth management space.
  • Passionate about meeting people and personal finance.
  • Excellent written and spoken English skills.

Salary : As per market standard.

 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 22/06/2018

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