Placements

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Investment Counselor/RM@TFB – The Financial Boutique

Company Name TFB – The Financial Boutique
Location MUMBAI, India
Job Type Investment Counselor/RM
Job Description

Company Profile : 

It is a firm with 6 years vintage, providing products and services on Loans,
Investments and Insurance
? Currently we have 250 plus active customers and 100 others who have done
business once or twice and we want to activate them
? We are located at Malad west
? Company is willing to invest in the candidates and take them along in the growth of the organisation
 

Job Description : 

Client Meeting: Maintain relationship of Existing Client book and add new clients,
Implement and Monitor their financial plan and being one stop solution for their
financial needs.
• Preparation of Financial Plan: Collect all documents from Client and prepare and
update financial plan on regular basis.
• Operation: Discuss with Client on the transaction for the Client and able to execute
transaction online through transaction platform
• Review of Client Portfolio: Regular meeting and monitoring of Client portfolio and review it every quarter.
 

Candidates Profile :  

ü Graduate in any discipline with CFP Degree preferably with 1 years of experience in Client Handling
ü Oral and written communication skills in English
ü Efficient at MS Excel
ü Willingness to chart a growing career in the same organization
 

Salary :  As per industry standards, negotiable for the right candidate.

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 02/12/2019

CONTACT US

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