Qualification- Associate Financial Planner

  1. CFP, MBA, B.Com -Fresher or 2-3 Years relevant Experience.
  2. Should have NISM MF certification; NCFM/ IRDA/CFP/CPA etc. would be desirable.
  3. Good knowledge about financial markets & personal financial management.
  4. Excellent communication skills
  5. Investment Advisory Certification(NISM or any other organisation which certificate is accredited by NISM)-[If currently not certified then mandatory to acquire this certificate within one year of joining. We will support to get the certification done in minimum time]


  1. Candidate should have thorough knowledge of Financial Planning, Tax planning and wealth management.
  2. Candidate should be well verse with excel tools and hand on skills to use various financial functions.
  3. Candidate with good communication skills will be preferred.
  4. Consistent follow-up and tracking of communications with existing clients & follow communication procedures, guidelines & policies.
  5. Input notes to database/CRM of phone calls made, notes etc
  6. Make draft financial Plan of clients.

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Investment advisory – Number of complaints – Feb, 2024
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