Compay Website : https://plan2prosper.in/
Company Profile : Plan2Prosper (earlier known as Bhuvanaa Shreeram Professional wealth Consultancy) is a 3-year-old practice which handles assets of over 100 client families.
We do financial life planning, wealth management, insurance planning and succession planning for senior corporate executives and their families.
Learning and growth opportunities will be limited only to candidates able to take it.
Meeting prospective clients and understanding their requirements
Preparing and presenting customised financial planning solutions
Handholding to execute suggestions made
Ongoing engagement to ensure client stays on course to meet their goals
Conduct awareness seminars, workshops, corporate intervention programs to promote our services.
Candidates Profile :
AFP / CFP certificants
Good academic rigour
Fluency in English and Hindi
Willingness to take risks, work hard, go the extra mile and stay committed.
Salary : Remuneration will be industry standard + attractive profit sharing.
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.