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Financial Planner @ Financial Hospital Pvt.ltd

Company Name Financial Hospital Pvt.ltd
Location Kandivali, Mumbai, India
Job Type Financial Planner
Job Description

Dear Students,

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 : http://www.financialhospital.in/

Company Profile : Financial Hospital (est. 2004) is a leading investment Advisory company headquartered in Mumbai with 7 offices across India.We are a part of a Financial Consulting Group with around 14 years pedigree and recently beingawarded as one of the top 25 fastest growing Financial Consulting companies in India by the CEO Magazine.We have around 50K+ active customers with AUM base of INR 200Crores*. Our operations have been profitable since inception. It also provides online investment solutions, ranging from Mutual Funds, Insurance, Bonds, etc.Financial Hospital was founded by Mr. Manish Hingar, Chartered Accountant by profession.In line with the industry trend and increasing digitalization, the Group has incorporated a FinTech arm to deliver the services on online platforms (web+app) for scalability and expansion on a National level.

Job Location : Kandivali Mumbai

Job Profile & Responsibilities :

  • Manage current portfolios and existing clients.
  • Analysis of portfolio on the basis of client’s need and prepare a Financial Plan based on hisrisk appetite, goals, time horizon etc.
  • Enhancement of Book size by acquiring new HNI clients.
  • Manage business budgets, client acquisition and customer satisfaction.
  • Identify potential segment, and build relations with new HNIs.
  • Provide consultancy relating to Financial Planning, Tax Planning, RetirementPlanning,and Investment Planning, Estate Planning and other incidental and allied services.

Candidates Profile 

  •  Should possess excellent communication skills, should be presentable.
  •  Should have thorough knowledge of financial instruments like Mutual Funds, Insurance etc.
  •  Should be able to analyse & work out customised financial plans for a client (training will be provided).
  •  Should be tech savy to use tools for related functionalities.
  •  Should possess exceptional organizationalskills.
  •  Related Experience in financial advisory / distribution of atleast 1-2 years is essential.
Experience : 1- 6 years in planning , Advising ,sales of financial products like Insurence,Mutual funds, bonds,investments.

Salary : Best Hike in Company.

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.

Posted Date 07/02/2018

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