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Asst Financial Planner @ Max Secure Financial Planners

Company Name Max Secure Financial Planners
Location Navi Mumbai, India
Job Type Asst Financial Planner
Job Description

 Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Website :

Company Profile : Max Secure Financial Planners is founded by Mr. Prakash Praharaj, a gold medalist in Graduation and Post Graduation in commerce. He has experience of 30 years in Financial services industry in RBI, United India Insurance(As AAO), SBI (Asst General Manager (Treasury) and SBI LIfe(Chief Risk Officer).Also 3 years in Academics as Professor in Finance.We are a fee-based Financial Planner providing Comprehensive Financial Plan and Investment Advisory.We promote online Term Insurance and Direct Mutual Funds 

Job Location : Navi Mumbai

Job Profile & Responsibilities :

  •  Preparations of Financial Plans 
  • Mutual Funds Research and Investments Review
  • Managing Robo Advisory Platforms 
  • Providing client-centric ethical advice  and excellent client support

Candidates Profile :

  • The candidate should be a Commerce Graduate or any other Graduate with 2-3 years experience in Mutual Fund Operations
  • Additional qualifications:  NISM (MF/ Investment Adviser), AFP/CFP(FPSBI)
  • The candidate should be computer savvy and proficient in Excel
  • The candidate should have good communication skills(E) Knowledge of Tally is preferable

Salary : Rs 1.8 – Rs2.4 lakhs per annum

Candidates based in Navi Mumbai will be preferred.

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 05/12/2017