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  1. CFP, MBA, B.Com Fresher & 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]


Financial Plan Writing & Research Department:
Working in the Financial Plan Writing & Research Department.
Writing financial plan using a software and using the research database available while financial planning for clients.

  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

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Investment advisory – Number of complaints – Oct, 2022
At the begining of the month Received during the month Resolved during the month Pending at the end of the month Reasons for pendency
0 0 0 0 N/A