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Senior Financial Planner at TBNG Capital Advisors Pvt Ltd

Company Name TBNG Capital Advisors Pvt Ltd
Location Mumbai, India
Job Type Senior 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 Profile : TBNG is a SEBI Registered Investment Advisor with focus on financial planning & wealth management. Visit www.tbng.co.in for more details.

Company Website : www.tbng.co.in

Job Location : Mumbai

Job Responsiblities :

  • Analysing Client’s overall Financial situation, understanding their Requirements and preparing a Personalised Financial Plan suiting their  requirements.
  • Conducting Client Review Meeting’s / Preparing Review Presentations.
  • Building Relationship and Handholding all Existing and Potential clients   and dealing with all their queries and addressing it promptly.
  • Should possess good product and Market knowledge  and also prepare Monthly/Quarterly MF Research reports.
  • Should Keep track of financial market and current affairs.

Candidates Profile :


  • The candidate should be a Post Graduate  (in either of finance, accountancy, business management, commerce, economics, capital market, banking, insurance).
  • A Graduate in any discipline + 2 years of relevant experience can also apply.
  • The Candidate should possess CFP / CWM / CIEL / CISI Certification or NISM IA Level 1 & 2 Certification.
  • Must Possess Microsoft Office Knowledge

Salary : Salary will be commensurate with Industry standards and will depend on educational qualifications and work experience.


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 21/05/2018

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