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Position Details:
Position Paraplanner@PLAN2PROSPER(OPC)PVT LTD
Location Thane, Mumbai, India
Job Type Paraplanner
Job Description

Compay Website :

Company Profile :  Plan2Prosper (earlier known as Bhuvanaa Shreeram Professional wealth Consultancy) is a 3-year-old practice which handles assets of over 100 client families.

We do financial life planning, wealth management, insurance planning and succession planning for senior corporate executives and their families.
Learning and growth opportunities will be limited only to candidates able to take it.

Job Description :   

Meeting prospective clients and understanding their requirements

Preparing and presenting customised financial planning solutions

Handholding to execute suggestions made

Ongoing engagement to ensure client stays on course to meet their goals

Conduct awareness seminars, workshops, corporate intervention programs to promote our services.

Candidates Profile :  

AFP / CFP certificants

Good academic rigour

Fluency in English and Hindi

Willingness to take risks, work hard, go the extra mile and stay committed.

Salary :  Remuneration will be industry standard + attractive profit sharing.

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 08/05/2019

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