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Financial Plan Writer & Researcher @ NS Wealth Solution Pvt Ltd

Company Name NS Wealth Solution Pvt Ltd
Location Pune, Mumbai
Job Type Financial Plan Writer & Researcher
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 Profile : Established in MAY 2010, we believe that financial planning stands for people, their dreams, and their goals.
NS Wealth Solution Pvt Ltd is part of India’s modern breed of true unbiased client focused Financial Planning Firms. The team at NS Wealth has a vision to empower its clients through quality unbiased financial advice, latest technology that helps clients with their personal financial management & also assisting them in realizing all their dreams and converting them into realistic achievable goals.

Company Website :

Job Location : Pune

Job Responsiblities : 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.
  • Candidate should have a thorough knowledge of Financial Planning, Tax planning, and wealth management.
  • Candidate should be well versed with excel tools and hand on skills to use various financial functions.
  • Candidate with good communication skills will be preferred.
  • Consistent follow-up and tracking of communications with existing clients & follow communication procedures, guidelines & policies.
  • Input notes to database/CRM of phone calls made, notes etc

Candidates Profile : Apart from Work Profile Above, following is the Educational Profile preferred:

  • A professional qualification or post-graduate degree or post-graduate diploma in finance, accountancy, business management, commerce, economics, capital market, banking, insurance or actuarial science from a university or an institution recognized by the central government or any state government or a recognised foreign university or institution or association; with an overall experience of 1-3 years.
  • A graduate in any discipline with an experience of at least five years in activities relating to advice in financial products or securities or fund or asset or portfolio management.
  • Investment Advisory Certificate (NISM or any other organization which certificate is accredited by NISM) – [If currently not certified then mandatory to acquire this certificate within one-two months of joining.
  • We will support to get the certification done in minimum time]

Salary : As per Industry Norms to start with and One of the Best and Quickest Growth Path

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 20/04/2018