Placements

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Position Details:
Position Para Planner @ Sujata Kabraji & Associates
Company Name Sujata Kabraji & Associates
Location Mumbai – Bandra W, India
Job Type Para Planner
Job Description

Company Profile : Sujata Kabraji & Associates are a boutique practice which has been in existence since 2006. Working very closely with self-employed professionals with a special focus on women, we are a very customer centric practice. We value integrity, team spirit, hard work, and initiative.

Company Website : www.sujatakabraji.com

Job Description : 

  • The person would be responsible for creating and monitoring the financial goals of clients. 
  • The profile includes working hands-on with the back office team and existing paraplanner.
  • The job involves a good understanding of behavioral finance, the ability to work with team members, understand intricate financial calculations, be comfortable with advanced Excel, Word, and Powerpoint. 
  • Basic understanding of personal taxation, meticulous attention to detail.
  • Good command over written English is necessary. 
  • Positive attitude. 
  • Initiative to improve and innovate. Soft-spoken.
  • Candidates who are well read, aware of the domestic and international economic and current affairs and are interested in having a positive impact on the financial lives of individuals and families.

Candidate Profile : 

  • Qualification:  At least Graduate in a financial discipline. 
  • A person with an AMFI qualitification and an MBA and MBA (Finance) would be given a preference. 
  • A good academic record is essential.  
  • CFPCM or equivalent would be an added advantage.
  • Experience: 1-2 years’ experience in the financial industry with at least one year’s experience in a financial planning firm having made financial plans and investment portfolios himself / herself.

Salary : Will match industry standards.

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.

Posted Date 16/11/2018

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