| Job Description |
Company Website : www.planahead.in
Company Profile : Plan Ahead is the Winner of the Best Investment Advisor 2016& 2017 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.
Job Description :
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Client portfolio reviews and change recommendations.
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Assisting investment advisors in financial plan data collection and client coordination.
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Financial plan creation.
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Assisting investment advisors in preparation for plan presentation and plan and portfolio review meetings.
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Coordination with investment advisor and client servicing teams with respect to implementation of plan where applicable.
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Research on new financial planning trends and data insights linked to financial plans.
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Aid in queries linked to clients financial plan and investment recommendations.
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Financial planning, risk profiling software housekeeping and portfolio reporting software integration with client reports.
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Maintenance of planning and review calendars for clients.
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Detailed research on multiple financial products
– Mutual funds
- Equities
- Portfolio Management Services
- Bonds
- Real Estate
- Commodities
- Alternative assets
- Life Insurance
- Health insurance
- Other insurance
- IPOs
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Regular meetings with Asset/Fund/Portfolio Managers and Relationship Managers to get their view on financial markets and financial products.
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Analysing and sharing macro views on global and local economy, and local and global financial markets.
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Sharing research/investment updates with investment advisors and with teams on an ongoing basis.
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Commentary creation to share with clients – newsletters, social media, blogs, case studies, articles, etc
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Research software housekeeping.
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Blog, website and social media maintenance with research, commentary and news insights.
Candidate Profile :
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Comfortable with numbers.
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Comfortable with meeting and interacting with people.
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Willingness to coordinate amongst multiple teams.
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Willingness to meet asset managers/product manufacturers to get views on financial markets and financial products, inside and outside office as and when events/opportunities arise.
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Constantly updated on new happenings.
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Good communication skills – oral and written.
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Willingness to go out of office for client/ other meetings, whenever needed.
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Ability to remain constantly updated on financial markets and macroeconomics.
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Comfortable with quick turnarounds and deadlines.
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Sound planning and product knowledge.
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Portfolio design and monitoring experience.
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Relevant work experience of at least 1 year
Experience :Relevant work experience of at least 2 years
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 “Placement@fpa.edu.in” with the company name and profile name.
Please go through the JD carefully before applying. |