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Financial Advisor @ International Money Matters Pvt.Ltd.

Company Name International Money Matters Pvt.Ltd.
Location Delhi, Mumbai, Pune, India
Job Type Financial Advisor
Job Description

Company Website :

Company Profile : International Money Matters is a 16+ year old imancial planning-cum -investment advisory company, in the business of helping our clients achieve their financial goals whilst ensuring peace of mind.
International Money Matters is a SEBI Registered Investment Advisor which currently has a team of 70+ spread over its offices in Bangalore,Mumbai, New Delhi, Hyderabad, Chennai and Pune, Madurai, Trichy, Coimbatore, servicing its client base spread across India and the globe. The services offered include wealth management,financial planning, financial education and NRI consulting.IMMPL identifies,prioritizes, outlines and achieves financial goals through a disciplined , personalized and research based approach. IMMPL has various prestigious awards under its belt and was recently awarded the winner of Outlook Money Awards 2017 in Registered Investment Advisor category.We assist our clients in identifying, defming and prioritizing their financial goals over the short term to long term and then designing a customized game plan to achieve these very goals.

Job Description :

  • Formulate sales plan to acquire new clients.
  • Explain value offering.
  • Acquire new clients.
  • Interface with Financial Planning team to co-create Financial Plans.
  • Understand product offering, both on investments & risk protection.
  • Interface with reserarch team & excute their recmmendations.
  • Maintain & explain client relationships.
  • Collect fees.
  • Convert clients to advocates & obtain suitable leads.

Candidate Profile :

  • Integrity/ doing right by clients.
  • Passion for Finance.
  • Empathy to clients.
  • Curiosity/ willingness to learn.
  • penness to accept client's view.
  • Service orientation.
  • Communication skills.
  • Conversation skills.
  • Entreprenurial mindset.
  • People management skills (For senior people)

Qualification : Post Graduate/ Graduate with AFP/ CFP preferred

Experience : 5-8 years of relrvant Experience ( Lesser experience will be considered for support role initially)

Salary : Depends on Profile / Candidature

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 27/12/2018