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Position Details:
Position Jr.CFP @ VETE Associates
Company Name VETE Associates
Location Thane, India
Job Type Jr.CFP
Job Description

 Dear Students,

 Company Profile : We are ISO 9001: 2008 certified company and serving since 50 years for more than 2500 families. Steady excellence award winner in various fields of financial services. We are CERTIFIED FINANCIAL PLANNERCM practicing professional financial planning and wealth management to cover various aspects of personal finances which includes: - cash flow management, education planning, retirement planning, investment planning, contingency planning etc. We dedicate time with client and understand their unique financial goals and dreams.

Company Website :

Job Description :

  • Making client presentations as per requirements of business development team.
  • Coordinate various promotional activities like newsletters.
  • Write informative articles on Finance & Investments.
  • Understand requirements from clients.
  • Collect all data pertaining to financial planning.
  • Discuss financial goals.
  • Prepare financial plans accordingly.
  • Present financial Plans to clients.

Salary : Salary Range- 15k to 20 k ( monthly) for fresher.

 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 25/07/2018

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