Job Openings

Chennai, India

Qualification: (Finance)/CMA and CA (Inter)
Certified Financial Planner certification will be added advantage

Experience: 0–1-year experience in Portfolio management, Insurance concepts, and should be good at financial planning concepts

Preferred Skills:

  • Should have interest in research and analyzing financial concepts.

  • Should have good analytical skills

  • Should have excellent verbal and non-verbal communication skills.

  • Well versed in MS Office.

  • Should be good team player.

Job description:

  • Preparation of detailed compliance reports (SOA and ROA).

  • Implement risk management and tax planning strategies by regular follow-up with banks and service providers.

  • Maintain Client profile in Financial planning software

  • Regular communication with Financial Advisors.

  • Manage good client relationships.

  • Maintaining fixed register

Now you are applying for Asst Paraplanner

Reach us

   Chennai & Bangalore
   +91 44 2826 0205
   +61 03 9075 6705