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Position Details:
Position Para Financial Planner @ FINANCIAL ARTISTS
Location Dadar-Mumbai, India
Job Type Para Financial Planner
Job Description

Company Profile :  “Financial Artists” is a 13 year old company which operates in the area of financial planning, training and has a team of 65 sub-brokers.

Company Website :

Job Description : 

  • Addressing Clients and Sub broker’s requests through telephone and email.
  • Keeping track of client and sub broker’s profiles and tracking data documentation of various investment products.
  • Client acquisition and ability to execute financial plans.
  • Creating appropriate updates on the website and other social media platforms, as required.
  • Updating spreadsheets and database entries as required.
  • Maintaining office operations for all areas of business.
  • Partnering with office boys, administration staff to ensure successful functioning of all systems, processes and business operations.

Cadidate Profile :

  • Adapt to our culture and build relationships
  • Able to assertively do client follow-up.
  • Attention to Detail” and “Comfortable” with numbers.
  • Preferably 1+ years of work experience in the Financial Services industry.
  • Experience in mutual funds/stock broking /insurance preferred.
  • Knowledge of MS Excel with basic formulae.
  • Fluency with MS Word and Email usage.
  • Good grasp of written and verbal English.

Salary : Fresher – 10kpm. Experienced 12-25kpm depending on calibre.

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 05/03/2019

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