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Manager- Certified Financial Planner @ Equity Markets

Company Name Equity Markets
Location Mumbai, India
Job Type Manager- Certified 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.

Job Location : Mumbai

Job Profile & Responsibilities :

  • Working in a cutting edge team focused on developing the most cutting edge mobile app to meet complete personal financial planning needs of retail customers.
  • Assist senior planners in all aspects of personal finance and investment research ranging from financial planninh to mutual fund selection to insurance/retirement/tax-saving advice.
  • Benchmark global and domestic competitor products and draw customer insights from mobile app usage data.
  • Research advanced theoretical frameworks to develop Personal Finance offerings with special focus on equities and mutual funds.
  • Ancillary functions such as creating and communicating content about the investment products for marketing/sales/training/digital platform,etc.

Candidates Profile :

  • MBA/CA with Certified Financial Planner (CFP).
  • Experience of 1.5 years in personal finance roles catering to retail clients.

Salary : As per market standards

Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.


Posted Date 26/02/2018