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Position Details:
Position Certified/Associate Financial Planner @ Progno Financial Planning Systems (P) Ltd
Company Name Progno Financial Planning Systems (P) Ltd
Location Cochin, Kerela, India
Job Type Certified/Associate Financial Planner
Job Description

Company Website :

Company Profile Progno Financial Planning Systems (P) Ltd incorporated in the year 2012, is a FinTech Company operating in the Financial Planning And Investment Advisory Domain which helps common people manage their finances. The company currently provides fee only online Financial Planning Services and is a SEBI registered investment adviser.

Job Responsibilities:

  • Handling client queries related to product and operations.
  • Discuss With and help clients discover potential to get financial freedom.
  • Responsible for advising people in respect to their financial assets of the clients.
  • Advising the client for making the investment into financial products like equity. PMS, insurance, mutual fund, fixed deposit, and bond etc for a proper financial plan.

   Candidate Profile: 

  • Knowledge of investment products like Mutual Fund, Insurance and Equity.
  • Develop and maintain long term relationship with the new as well as existing customers.
  • Provide good quality service to customers.
  • Knowledge in Financial modeling.
  • MS Office..
  • Good analytical, verbal & written communication.
  • Confident & self motivated.

Experience : 0-2 yrs experience

Remuneration : As per industry standards

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 28/06/2018

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