Attention! This job posting is 185 days old and might be already filled.

Para Planner @ Sujata Kabraji & Associates

Company Name Sujata Kabraji & Associates
Location Mumbai – Bandra W, India
Job Type Para Planner
Job Description

Company Profile : Sujata Kabraji & Associates are a boutique practice which has been in existence since 2006. Working very closely with self-employed professionals with a special focus on women, we are a very customer centric practice. We value integrity, team spirit, hard work, and initiative.

Company Website :

Job Description : 

  • The person would be responsible for creating and monitoring the financial goals of clients. 
  • The profile includes working hands-on with the back office team and existing paraplanner.
  • The job involves a good understanding of behavioral finance, the ability to work with team members, understand intricate financial calculations, be comfortable with advanced Excel, Word, and Powerpoint. 
  • Basic understanding of personal taxation, meticulous attention to detail.
  • Good command over written English is necessary. 
  • Positive attitude. 
  • Initiative to improve and innovate. Soft-spoken.
  • Candidates who are well read, aware of the domestic and international economic and current affairs and are interested in having a positive impact on the financial lives of individuals and families.

Candidate Profile : 

  • Qualification:  At least Graduate in a financial discipline. 
  • A person with an AMFI qualitification and an MBA and MBA (Finance) would be given a preference. 
  • A good academic record is essential.  
  • CFPCM or equivalent would be an added advantage.
  • Experience: 1-2 years’ experience in the financial industry with at least one year’s experience in a financial planning firm having made financial plans and investment portfolios himself / herself.

Salary : Will match industry 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 16/11/2018