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Financial Planners Required @ Ffreedom Financial Planners

Company Name FPA, Ambition
Location Mumbai, India
Job Type Full Time
Job Description

Core Competencies:


  • Good communication and Presentation skills 
  • Should have interpersonal and relationship management skills
  • Self driven & convincing skills
  • Good knowledge of Financial planning & various financial products


  • Enterprising, highly driven
  • Self Motivated
Experience / Qualifications: 
  • Minimum 6 months of experience in financial service industry.
  • CFP Certified is mandatory

Job Responsibilities

  • Direct point of contact with the clients.
  • Understand and advise clients based on their needs and long term financial planning goals
  • End to End financial solutions for Clients keeping in view Clients Needs.
  • Financial Plan writing, Action plan writing & presentation of same to client.
  • Managing portfolio asset allocation across asset classes, debt, equity & structured products, life & non life insurance.
  • Monitoring clients Financial plan for reviewing & rebalancing on regular interval.
  • MIS reporting as required by the management at regular intervals based on our CRM platform.


  • Rs. 2,40,000 to 3,00,000

Intrested Candidates can send your resume at or call 022-22797311

Posted Date 12/09/2012