Attention! This job posting is 314 days old and might be already filled.

Financial Planning Managers @ Vitteey Solutions

Company Name Vitteey Solutions
Location Navi Mumbai, India
Job Type Financial Planning Managers
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 Profile : We are a new startup catering to the financial planning of retail customers. We are committed to giving holistic advise to the clients on both assets and liability.  

Job Location : Navi Mumbai

Job Description : 

  • Make financial plans of the customers after understanding their profiles properly.
  • Physically meet customers and convince them to start planning with us.
  • Follow-up with customers for providing required data for making financial plan and clarify queries.
  • Take initiatives and come up with new and improved ideas for improving the advisory proposition.
  • Make corporate presentations to acquire new customers.  
  • Should have good understanding of financial markets and various products like MF, PMS, Deposits, Personal Loan, Home Loan, Business Loans etc.
  • Should possess good oral & written communication skills.

Candidates Profile :

  • Fresh Graduates and above can apply.
  • Certified Financial Planner or an Associate Financial Planner are also welcome.
  • Part timer also welcome.

Salary : As per current salary and internal fitment

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 12/03/2018