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Internship-Financial Planner @ Sykes and Ray Equites

Company Name Sykes and Ray Equites
Location Mumbai, India
Job Type Internship-Financial Planner
Job Description

Job Description :

  • Financial Plan preparation
  • Plan presentation
  • Plan Monitoring
  • Relationship management
  • other client facing activities
  • Execution of plans
  • Meet & review existing client portfolios
  • documentation and other back office operations

Candidate Profile :

  • Graduate in any stream (50%+ marks)
  • CFP (Either completed or in course of completion)
  • The position will begin with an internship culminating into a full-time Job
  • Excellent communication skills in English (both written and spoken) is mandatory as the job involves interaction with senior professionals.
  • Proficiency in Hindi and Marathi will be an added advantage.
  • Good knowledge of computer, email, internet. Proficiency in MS Office (Excel, Word & Powerpoint) is a must.

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

Please go through the JD carefully before applying.


Posted Date 11/10/2018