Placements

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Position Details:
Position Para Financial Planner @ FINANCIAL ARTISTS
Company Name 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 : www.financialartists.in

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 “Placement@fpa.edu.in” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 05/03/2019

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