Certified Financial Planner (Fresher) (Only Female) (Fluent English)

Roles & responsibilities (training will be provided to fresher)

1. To do all mutual fund transactions (ONLINE) for clients (Purchase, Redemption, SIP Start, SIP Stop, STP, SWP, etc.)

2. Should maintain master data of all clients and all the transaction data in Excel Sheets.

3. Maintaining clients confidential documents in the system with correct naming standards and correct file format.

4. Follow all the procedures set in the company for each task.

5. Solve clients queries with the help of customer care executive.

6. To find insurance premium and enter insurance proposal form (online) for Health, Life and General Insurance products.

7. To do all the tasks related to filing of an insurance claim on behalf of client and track it till client receives claim amount.

8. To draft various emails on behalf of clients for various change requests and other tasks.

9. Help client to prepare annual Budget of their Cash Flow

10. Providing guidance to clients on optimising their tax outgo.

11. Analysing clients existing Investments and Insurances and recommending better ones.

12. Suggesting Investments as per Clients medium term and long term goals

13. Explaining client the pros and cons of various investment and insurance products.

14. Implementing clients Financial Plans.

15. Monitoring and tracking clients financial goals and recommending changes based on tactical analysis.

16. Study various mutual funds and compare their performances

17. Analysing performance of clients MF portfolio and suggesting alternative mutual funds

18. Annual review meetings with clients (physical as well as virtual)

There is no sales related work. The work is 100% desk work and is within the office itself. Travelling is limited to clients place only and it very rare.

Preferred candidate profile

1. Having NISM VA Certification and CFP Certification or having passed 3 modules of CFP

2. Having certification of QPFP from Network FP would have preference over others

3. Fluency in spoken and written English is a must

4. Having experience in Mutual Fund operations or having worked as a Para-Planner will be preferred.

5. Should have very good numerical ability.

6. Basic knowledge of Excel is a must. Advanced knowledge of Excel is added advantage

7. Zeal for accuracy

8. Good experience of maintaining data in Excel sheet.

9. Knowledge of Income Tax and Capital Gain Tax for Resident Indian Individual is expected to be aware of.

Perks and benefits

1. All Saturdays and Sundays are non-working days. But on Saturdays you will have to carry mobile and attend to clients' queries and urgent work.

2. There will be 10 days of public holidays per year (apart from all Saturdays and Sundays)

3. After confirmation, 1 day of paid leave (CL or SL) per month will be available

4. After 1 year, 15 days of Privilege Leaves (PL) will be available

5. After 1 year, company will invest additionally 10% of your salary but this corpus will be vested in your name only after completing continuous 5 years with the company.

6. After 1 year, you will be eligible for Monthly and Quarterly incentives.

7. After 2 years, company will provide you 25 Lakh of Health insurance for self and 25 Lakh of Personal Accident Cover for self.

8. After 3 years (i.e. in the 4th year), 5 days of additional paid leaves are available along with 25K for vacation with family. This amount rises to 35K after 4th year (i.e. in the 5th year) and to 50K after 5th year (i.e. in the 6th year).

9. After 3 years of continuous service after confirmation, maternity leaves, if applicable, can be availed. (for female, 6 months of paid leave and for male, 1 month of parental paid leaves) (available only for live birth of a baby and maximum 2 babies. If twins are born then it will be considered as 2 babies).

10. After 5 years, if the person leaves the company then gratuity will be paid as per the prevailing laws.

11. After 5 years, for a selected and exceptionally talented employee, there will be profit sharing in the company.