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Para Financial Planner @ N S Wealth Solution Pvt Ltd

Company Name N S Wealth Solution Pvt Ltd
Location Pune, India
Job Type Para Financial Planner
Job Description

Company Website :  

Company Profile : Established in MAY 2010, we believe that financial planning stands for people, their dreams and their goals.NS Wealth Solution Pvt Ltd is part of India’s modern breed of true unbiased client focused Financial Planning Firms. The team at NS Wealth has a vision to empower its clients through quality unbiased financial advice, latest technology that helps clients with their personal financial management & also assisting them in realizing all their dreams and converting them into realistic achievable goals.

Job Description : 

  • Financial Plan Writing & Research Department(Initial few months):

Working in the Financial Plan Writing & Research Department for few months to get experience of processes followed in Plan Writing and research to gain the conviction of the best services we are offering for servicing the client eventually with confidence.

  • Client Servicing and Engagement Department, Business Development Department:

 Client Servicing: Existing clients management- Feedbacks, Follow up on Financial Planning actions from internal departments as well as clients and Queries Management of clients majorly through calls, emails and on few occasions, face to face meetings.Business Development: Leads generation and converting to financial planning clients

Qualification :  CFP (Certified Financial Planner) OR NISM XA + XB i.e Level 1 + Level 2

Experience With or Without Experience

Salary : As applicable for Internship/Trainee Role

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 23/10/2018