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Position Details:
Location MUMBAI, India
Job Description

Company Profile : This position is open with MUMBAI Based (Kandivali West) Financial Planning and Wealth management firm VAMA PLANTRICH LLP, VPR is a the collaborated initiative, especially for individuals from medical fraternity by VAMA Events and PLANTRICH CONSULTANCY LLP. They’ve been into the business for over half a decade, laying its strong foundation for next leap.

On a mission to improve people’s financial health with a vision to be one of the most admired financial planning and wealth management firm.Expects all employees to take ownership and complete responsibility of their role. Highly Positive and employee friendly environment

Job Description : 

  • The financial planner will be responsible for managing individual client portfolios on regular basis.
  • The FP is expected to regularly source and convert leads provided by the company into clients.
  • The FP will conduct regular meetings with the clients for their financial planning related closures and reviews.
  • The FP will ensure that Keep track on their Goal linkages, Asset Maturities & inform client about right investment opportunities for them from time to time and review the portfolios twice a year.
  • The FP will be supported by regular activities done for lead generation by the company & will be given investment related opportunities by the company itself.

Cadidate Profile :

  • Knowledge and experience in investments and should be genuinely interested in Finance.
  • Ability to take ownership of the implementation of investment strategies and solve day to day portfolio issues.
  • Analytical skills, high aptitude for numbers.
  • Excellent responsiveness and problem-solving skills.
  • The broad range of technical computer skills, such as Excel, Word, PowerPoint
  • Written and verbal communication skills.
  • Brief Knowledge of using various research methods.
  • Knowledge about Indian tax-related investment laws.
  • Should a CFP or an MBA finance.

Salary : 240,000 – 300,000 (plus incentives)

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 15/02/2019

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