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Basic Financial Services Pvt. Ltd@Associate- Client Relations

Company Name Basic Financial Services Pvt. Ltd
Location MUMBAI, India
Job Type Associate- Client Relations
Job Description

Company Profile : 

Basic Financial Services is an independent financial advisory that was incorporated in 1994. We have expanded across geographies and grown our clientele to 1000+ active clients. We undertake financial planning and investment advisory for our clients. Our gamut includes mutual funds, equity, fixed income, PMS, insurance.

Job Description : 

The selected candidate will be required to prepare investment reports that are customized for the clients. Due training will be provided for the same. The candidate will also be responsible for setting up meetings with clients, following up, maintaining client relations.

Candidates Profile :  
Minimum Qualification: The candidate must be a graduate. CFP or NISM X-A & X-B certificates would be an added advantage.

The candidate is expected to be fluent in word, excel and power point. Should have knowledge about financial products.

Fluency in English, good analytical and communication skills.

Salary :  INR 1.5 - 1.8 lakhs per annum and incentives on achieving sales targets

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 29/08/2019