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Position Details:
Position Financial Planner @ NS Wealth Solution Pvt ltd
Company Name NS Wealth Solution Pvt ltd
Location Sangli ,Satara ,Pune, India
Job Type Financial Planner
Job Description

Company Profile : Established in April 2008, we believe that Financial Planning stands for people, their dreams, and their goals.NS Wealth Solution Pvt Ltd is part of India’s modern breed of true unbiased Client focused Financial Planning Firms.We are SEBI Register Investment Advisory Firm. The team at NS Wealth has the vision to empower its clients / Member through quality unbiased financial advice, latest technology that helps clients with their personal financial management & also assisting them in realizing all their dreams and converting them into realistic achievable goals.

Company Website :

 Job Description : 

  • The Financial Planning Executive(FPE) will be responsible for managing individual client/ members on regular basis.
  • To acquire new clients/ member and pursue new leads and prospecting.
  • Organizing customer meets/workshops involving presentations.
  • After acquiring client/ member, analyzing client/member information and preparing investment plans best suited to individual clients’ requirements.
  • Suggesting appropriate investments and plans to clients/ member by completing risk profiling and detailed analysis and planning and review of clients’ current wealth and portfolio.
  • Monitoring the portfolio of clients/ member and rebalancing on need basis and suggesting entry and exit strategy for the investors.
  • Providing clients with information on new and existing products and schemes Keeping himself updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation)
  • Co-owning the AUM and Revenue targets of the company.
  • Coordinating with client/ member servicing teams to ensure implementation of Financial Planning actions.
  • This is a field job which involves travelling in the city, so should be able to take sales initiatives and operate independently.
  • Should be able to monitor and deliver results on his target. 

Candidates Profile :

  • CFP, MBA, Fresher & 2-3 year Experience.
  • Should have NISM MF certification; NCFM/ IRDA/CFP/CPA etc. would be desirable.
  • Experience in the area of broking / investment advisory/ capital markets would be an advantage.
  • Should be able to understand stock markets, debt markets, mutual funds, insurance and other assets such as Gold, Real Estate, Commodities.
  • Should possess thorough understanding of all relevant taxation and other laws relating to investments.
  • Should possess high level of interpersonal skills & be an effective team player.
  • Should have very good numerical and analytical skills and flair for finance/ financial market.
  • Investment Advisory Certificate (NISM or any other organization which certificate is accredited by NISM) – [If currently not certified then mandatory to acquire this certificate within one year of joining. We will support to get the certification done in minimum time]

Salary : Depending on experience and Skills

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 20/03/2019

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