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Financial Planner @ TBNG Capital Advisors Pvt Ltd

Company Name TBNG Capital Advisors Pvt Ltd
Location Mumbai, India
Job Type Financial Planner
Job Description

Company Profile : TBNG is a SEBI Registered Investment Advisor with focus on financial planning & wealth management. Visit for more details.

Company Website :

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
  • Freshers can also apply

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 “ with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 17/09/2018