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 Website : www.immpl.com
Company Profile :
International Money Matters is a 16+ year old financial planning-cum-investment advisory company, in the business of helping our clients achieve their financial goals whilst ensuring peace of mind.
Currently a 50+ people operation, headquartered in Bangalore with presence in Mumbai and Delhi; we have over 450 families as clients from across India and the world – US, UK, Middle East and South East Asia. We currently manage assets of over Rs.1000+ Crores and run a risk cover of Rs.300 Crores while advising 500+ clients from across India and the world including the US, UK, Middle East and South East Asia.
We assist our clients in identifying, defining and prioritizing their financial goals over the short term to long term and then designing a customized game plan to achieve these very goals.
Job Location : Bangalore & Chennai, Mumbai
Job Profile & Responsibilities :
Acquisition of new clients and formulating strategies to Increase the client base.
Recommend investment products (Mutual Funds, PMS, Direct Stocks, Insrance, Fixed Income) and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences.
Dealing with existing niche Portfolio.
Preparation and execution of financial planning as per the risk assessment in consultation with financial planner.
Providing advisory services into various instruments like General Insurance, Mutual Funds, Equity, etc.
Approaching need based product to the client through financial planning.
Access the portfolio risk according to changing market situation.
Generating the revenue primarily through liability products.
Doing Portfolio Diversification as per the risk taking approach of client.
Keeping a close monitoring not only on other financial instrument as per market fluctuation to maximize the client interest.
Any other Ad HOC duties as directed.
Candidates Profile : Graduate/Post graduate with / without CFPCM Certification
Experience : 2- 7 Years
Salary : 4 to 8 Lakhs PA (Negotiable)
Interested candidates can mail their updated resumes at “Placement@fpa.edu.in” with the company name and profile name.
Please go through the JD carefully before applying.